Manage coaching requests in Coaching inbox

Who can use this: Any team member

Available on: Enable Essentials, Enable

Ideal for: Sales manager

Required permissions: Coaching page access, Access to coaching stats

When a team member has requested feedback or you've identified a call worth reviewing, take action directly from Coaching inbox.

Open a call for review

Open feedback requests are calls a team member has asked you to review. Respond with a qualifying action, such as a comment, a scorecard, or marking feedback as given, and the request closes.

To open a call for review or respond to an open feedback request:

1. From the left sidebar, click Coaching, and select Coaching inbox.

2. Find the team member and click a count:

   • Recorded calls: Open their full call list, then click any call to open it on the call page.

   • Open requests: Click the requested call to open it, then click Feedback to see the open request.

   Tip: To narrow the call list, use the All call categories and Coaching filters dropdowns.

3. On the call page, use the panel icons on the right to take action:

   • Comments: Leave feedback on a specific moment in the call. A manager's comment on a direct report's call can count as feedback given. Learn more about giving feedback through call comments.

   • Scoring: Complete a scorecard if one is available for this call. Scoring the call counts as feedback given.

   • Feedback: Mark the call if you already gave feedback verbally, for example straight after a call or in a 1:1. Click Mark it so the coaching counts in Coaching metrics. Learn more about giving feedback through call comments.

Note:

The open request count updates in Coaching inbox once the daily data update runs. Allow up to 24 hours after responding for the count to change.

Frequently asked questions