Tracking > Coaching Sessions
We recommend that you coach your agent using your computer and the Coaching Sessions page. If this is not feasible you can coach without using the system and then update the session at a later date.
1. To update the coaching session for your agent prior to, during, or after the coaching session you will navigate to 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 Current Session button.
5. Optionally enter or modify scoring goals.
6. Update Coaching Notes.
7. Select Save Changes button.