Exact Spotter Feature Permissions for Pre-Sellers - Spotter V2

Created by Andre Greiner, Modified on Thu, 30 Mar, 2023 at 9:01 AM by Andre Greiner

•  View Leads .

•  Sellers' Agenda .

•  Lead Transfer - "From" .

•  Make calls to Leads from other Pre-Sellers .

•  Open call audio .

•  Discard Leads .

•  Retrieve Leads .

•  Mark Leads as sold .

•  Delete Leads .

•  Export Leads .

•  Reschedule Leads from other Pre-Salespeople .

•  Reevaluate Filters .

•  Reassess Feedback .

•  Change Pains/Products linked to Leads .

•  BA module (Business Analytics) .

•  Insert comments in the lead timeline of other Pre-Salespeople .

•  Email Cadence .

•  View filter responses .

•  View feedback responses .

•  Market Access .

•  Product Access .

 

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