Using the "Mark Leads as Sold" Permission - Spotter V2

Created by Andre Greiner, Modified on Tue, 28 Mar, 2023 at 11:00 AM by Andre Greiner

This permission is intended to enable the function of marking the  lead  as sold by pre-seller users.

Spotter is a pre-sales software, that is, one of its roles is to identify and leverage the  lead  for the sales process. In Spotter, this resource is only used to measure the  leads  that were sold, after meeting with the seller. 

Marking a  lead  as sold is done manually, there is no configuration to automate this procedure with Spotter's own resources.

The pre-salesperson with this permission will be able to help the manager's work, being able to optimize his work routine and give more flow to his own, with the completion of the  lead  stage within Spotter.

1.  Log  in  to the Exact Spotter page . 

a. Enter your email and password and click  Sign in .


2.  Access the side menu  Lead/Opportunities  >  Lead  base  (funnel) . 


3.  Open a  lead  record and click on the " " icon  located in the upper right corner.

4.  Select the  Mark as Sold option. 



5.  Upon clicking, you will be redirected to the sale filling page.


6.  Fill in the seller, date  and  product  fields  and select the option to  credit points After that, click  Save . 


IMPORTANT:  If the lead is from the Scheduled stage of the sales funnel (or pipeline), it will not be necessary to include the seller's name when marking it as sold, as it will already be linked to the lead registration due to the meeting held.

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