Can I add a call to coaching by hand?
Download MarkdownYes. The account owner or an operator can add a team call manually. In CloseMagnet, go to Coaching -> Team Rep Calls, click Add call, and fill in the details: the rep who made it, the contact, and the transcript.
Yes. The account owner or an operator can add a team call manually. In CloseMagnet, go to Coaching -> Team Rep Calls, click Add call, and fill in the details: the rep who made it, the contact, and the transcript.
A transcript is required, because the coach reads the transcript to score and critique the call. A manually added call does not summarize automatically; when you want the score and summary, open the call and click Summarize. Calls can also be edited (changes are diffed) or deleted.
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