Use this to see how a sit went against your company's own sales process, stage by stage.
- Open the sit and find Scorecard.
- Each stage of your company's playbook shows as heard, partly heard or missed.
- Open a stage to see its questions, each answered Yes, Partly or No, or Not answered.
- Tap a stage or a quote to jump to that moment in the Transcript.
- Sit score is the total, weighted the way your playbook weights its stages.
- On the web, Stages in the expected order shows when each stage happened in the sit.
- To find any words in the sit, use Search the transcript.
If it does not work
- A stage looks wrong: the recording may not carry those words clearly, or the playbook's questions need work. Managers edit them in Playbooks (see Build a playbook and its stages).
- A rep disagrees with a stage: on the phone, tap Flag what went wrong on the sit and say why. The manager sees it in Messages.
- A voice has the wrong name: tap Name this voice and type the right name.
Still stuck? Open Help and choose Talk to a person.