Mastery Cheat Sheet for Managers

Manager is a user who has someone on their team who has a call scheduled to record.

How can you see all of your team's calls in one place?

You can quickly see all of your team's completed and upcoming calls in one central location. You can even listen live as the calls occur.

If a call is in the negotiation stage but next steps weren't discussed, how would you know?

Set up alerts to be quickly notified if/when something important happens with your team. One of our personal favorites is if "Next Steps" aren't discussed in a call during the Negotiation stage.

What's the easiest way to give instant feedback on your team's calls?

In the call comments section, you can @mention your team to give feedback or to bring in others to help. You can even make comments private or add hashtags to search for them later!

What's the easiest way to rate your team's calls across the organization?

If a scorecard has been created for your team you can easily score their calls directly from the call page itself. Let them know how they did for specific questions you created while providing an overall score.

How can you quickly save good (or bad) calls to review with your team?

Was the call you just listened to a great call to share with the team in your next meeting? Or would it be a good demo to watch for onboarding? Make a library folder for it and keep it to reference later!

Do you know your team's average talk time? Or how long each of your team members talks about pricing?

What talk time does your best rep adhere to? Or when do your bottom reps talk about pricing? All of these questions and more can be answered via the stats page.