Tracking > Coaching Sessions
1. Navigate to the Coaching Sessions menu: Tracking > Coaching Sessions
2. Select Agent Name.
3. Select the Scoring Template.
If you only use one scoring template it will default automatically. If you use multiple templates select the scoring template you used for scoring 5 calls.
4. Select the Other Session button.
5. Select the coaching period that you want to view or edit.
6. Click Open Session.
7. Optionally enter or modify scoring goals.
8. Optionally update Coaching Notes.
9. Select Save Changes or Cancel.