How to Distribute Prospects to Pre-Salespeople

Created by Andre Greiner, Modified on Wed, 29 Mar, 2023 at 10:08 AM by Andre Greiner

To carry out the distribution of  prospects , make sure that your list has already been created and qualified by Spotter.

 

If in doubt, consult the article:  Searching - How to Create a List of  Prospects .

  

IMPORTANT:  The pre-salesperson will only be able to access  Searching if permission has been granted by their Manager. And you will only be able to receive leads if the Receive Leads by Integration  option is ACTIVE in your registration. 


Follow the step by step described below to learn how to distribute 

prospects  to pre-salespeople quickly and easily.

1.  Log in to the  Exact Spotter page .

a. Enter your email and password, then click  Sign In


2. Access Searching   located on Spotter's side menu. 

 


3.  Access the  Prospect Lists  .

 

4.  Identify the list of  prospects  you want to distribute among pre-salespeople and click the share icon ( ).



5.  When you click on share, the screen below will be displayed for you to select the pre-sellers you want to send the  prospects ,  in addition to the Market and Origin  

 


 

6.  After selecting, click  SEND.

 IMPORTANT:  If no Pre-Salesors are selected,  prospects  will be automatically distributed to all active Spotter Pre-Salesors. 


Access the menu Settings  >  Integrations   Receiving  Leads with the Manager profile  to configure the rule for receiving  leads from  your pre-salespeople. 

 


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