This permission is intended to enable the feature of making calls to leads from other pre-sellers.
This resource is generally used when there is a need to make a call to resolve any doubts, confirm some information or even due to the unavailability of the pre-seller responsible for the lead .
By default, pre-sales users do not have access to calling leads that are not their own. With this permission, he will have more autonomy to manage more calls and leads .
Follow along step by step to learn how to make calls to leads from other pre-salespeople quickly and easily.
1. Log in to the Exact Spotter page .
a. Enter your email, password and click Login .
2. Access the side menu Leads > List of leads .
3. Open the registration of a lead from another pre-seller and click on the CALL button , located in the upper right corner
4. After clicking, a new screen will open. Press again under the ON button.
5. Make the connection.
IMPORTANT: Spotter's integration with the Telephone Exchange calls the pre-seller's extension. That is, when the call is made within the software, Spotter directs to the pre-salesperson's extension and after the pre-salesperson accepts the call, the telephony redirects to the lead's phone.
6. After completing the call, Spotter will open a new screen to fill in the call quality feedback .
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