Intro to Coaching

Coaching provides insights into coaching statistics derived from various data points, including customer interactions and managerial coaching activities. You can explore coaching data for individual team members or entire teams, filter it by time periods and call types, and much more.

Sales Coaching Inbox Tab

• Accessing the Coaching Inbox - Navigate to: Coaching > Coaching Inbox to identify who is seeking assistance and who requires coaching. Review past coaching activities to determine who needs immediate attention, check open feedback requests, and directly access the calls that are important.
• Reviewing Coaching Metrics - Go to: Coaching > User Performance to assess who you have recently coached and identify team members who may need additional support.
• Managing Initiatives - Visit: Coaching > Manage Initiatives to create and oversee company scorecards, ensuring consistent and measurable call ratings (available for managers and admins only).

If you need any further help, please contact support for further assistance at [email protected]