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 Scorecards

Visit: Coaching > Manage Scorecards to create and oversee company scorecards, ensuring consistent and measurable call ratings (available for managers and admins only).