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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