These settings are only applicable if you subscribe to CallPotential Performance/Evaluation Manager. This guide shows how to assign grade sheets that will be used for evaluating the location and employees assigned to the location.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
You must be signed into the Web Client as an Administrator to access this option.
Click the links below for more detailed information.
Please reference Details settings, Leads settings, Collections settings, Employees settings, Tracking Numbers settings, Communications settings to learn how to edit additional location settings.
Access
- (A) Edit - From the location list identify the location you wish to edit and click to open its profile.
- (B) Evaluations - Clicking (A) will open to the Location Details page. Click to access the location's Evaluations settings.
Edit Evaluations Settings
Gradesheet Assignment
| Field Name | Field Description | Supported Integration |
|---|---|---|
| (C) Location Gradesheet | Click to select the default location gradesheet. This will be the gradesheet used when grading your locations. Click here to learn more about creating gradesheets. | All |
| (D) Employee Gradesheet | Click to select the default employee gradesheet. This will be the gradesheet used when grading your employee calls. Click here to learn more about creating gradesheets. | All |
Save
- (E) Save - Click to save edits and return to the Location list.
- (F) Cancel - Click to discard any edits made to the location and return to the Location list.
