How can I prevent the Pre-Salesperson from always making an appointment for the same salesperson? - Spotter V2

Created by Andre Greiner, Modified on Tue, 07 Mar 2023 at 11:13 AM by Andre Greiner

So that there is no internal favoritism when scheduling Leads for the sales/representation team, there is a setting that allows the seller's name to be hidden and only available times appear on the agenda. 

To carry out this configuration, you must access the Spotter profile as the Manager user and follow these steps:

1.  On the left side menu, click on  Settings  and then click on  Scheduling.

2.   When you are in the Scheduling section,  UNCHECK  the  Show vendor name option   and click " SAVE ". 


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