With this resource released, the pre-salesperson will be able to insert comments in the lead timeline of other pre-salespeople.
The comments entered vary according to the needs of each company / lead / service, and there is no standard of what should be filled in.
By enabling the permission, you will have more autonomy to help the team, thus reducing the execution time of tasks per pre-salesperson.
Follow the step-by-step guide below to learn how to insert comments into other pre-sales leads timelines quickly and easily .
1. Log in to the Exact Spotter page .
a. Enter your email and password. Click Sign in .
2. Access the side menu Leads > Lead base (funnel).
3. Open the details of a lead that you are not responsible for .
In the image above, I'm logged into Spotter with the user/pre-vendor: Vini . That is, the lead shown is not my responsibility .
5. With permission released, just enter the desired comment and press Enter on the keyboard to register in Spotter .
IMPORTANT: Entered comments cannot be deleted.
IMPORTANT: In order to insert comments into the lead timeline of other pre-salespeople, in addition to specifically obtaining permission to do so, your View Leads permission level must be set to Group or Full.
It is possible to configure for the pre-salesperson responsible for the lead to be notified by email, when another pre-salesperson inserts a comment on his lead . The configuration step by step is available in the permissions - manager article.
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