Permissions Overview for Pre-Sellers - Spotter V2

Created by Andre Greiner, Modified on Thu, 30 Mar 2023 at 08:41 AM by Andre Greiner

Changing Products through the "Product Access" Permission

•  How to Reschedule Leads from Other Pre-Salespeople

•  How to use the "Open call audio" Permission

•  How to use the "Sellers' Calendar" permission

•  How to use the "Delete Leads" permission

•  How to use the "Discard Leads" permission

•  How to use the "Export Leads" permission

•  How to use the "BA Module" permission (Business Analytics)

•  How to use the "Rerate Feedback" Permission

•  How to use the "Retrieve Leads" Permission

•  How to use the "Transfer Leads  - "From"" permission

•  How to use the "View Feedback Responses" Permission

•  How to use the "View Filter Responses" Permission

•  How to use the "Market Access" Permission

•  How to use the "Re-evaluate Filters" permission

•  How to use the "Searching" permission

•  Make calls to Leads from other Pre-Salespeople

•  What are permissions and how do they work?

•  Using the Permission "Insert comment on other Pre-Salesors' Leads timeline"

•  Using the "Mark Leads as Sold" Permission

•  Using the "Email Cadence" Permission

•  View Leads

 

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