In Exact Spotter, it is possible to release the visualization of leads registered in the base through permission levels . By default, the permission granted to the pre-seller when creating their account is to view their own leads .
If you obtain the access level to Groups or to all leads registered in the system, you will be able to carry out a personalized filter by pre-salesperson, making it easier to visualize the leads of the sales funnel (or pipeline) .
In this way, you will easily obtain information from other leads without having to ask you or your team, making your work routine more agile.
Follow the step-by-step below to learn how to quickly and easily view the base leads .
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. After accessing the screen, click on the Advanced Search icon (
) located in the upper right corner and selectAll option Pre-Seller.
4. Click Save to save the query (if necessary).
5. Click Apply to query the lead base
.
Result of the query, showing leads from different pre-salespeople.
permissions levels
Within Spotter we have some permission levels for pre-sellers, which can be extremely useful for optimizing processes and access.
• Use Same as Profile : Option that uses the permissions configured in the pre-seller profile.
• Individual: Pre-Seller will have limited access to their own Leads
• Groups: Pre-Salesperson will have limited access to leads corresponding to the group informed when granting access.
• Complete: Pre-Seller will have unlimited access to all Leads registered in the system.
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