Write down a communication

Write down a communication

The star rating system was used for calls, we decided to bring this evaluation on all outgoing communications. Only the person with the role of sales manager/director will be able to assign or modify the stars.

In the customer's file, you have the communication icon  

This is where you will see all the outgoing communications of an employee and under the activity will be the star ratings.



By dragging your mouse over the stars, the stars will turn yellow



Click with your mouse and a window will appear to leave a comment. The comment is optional.




If you leave a comment, a small icon will appear and you can see it with the tooltip. To edit your comment, you must click on the stars again.


If you change the rating with 3 stars or less, the communication will be yellow with a red exclamation point.



You can then view the report in the tool: Team -> Training Evaluations




You will also see the evaluation in the sales module in the respective column





    • Related Articles

    • Communication List

      Track all communications with all employees in any department. However, you must have the SALESMANAGER role to access this page, otherwise a regular employee will have access to MY COMMUNICATIONS only. 1. Go to the TOOLS tab 2. Filter according to ...

    • Recognizing an email ERROR

      Before sending an email, make sure it is valid. Sometimes we write an e-mail too quickly and we can make mistakes. We can also detect if the sending was well done and if the customer opened the message. With the colors, we can also see how many times ...

    • Facebook Page

      Many of you have one or more Facebook pages. At the moment, the configuration only takes into account business pages and not personal pages. If you want to connect your Facebook page to Traction, contact us directly so that we can start the process ...

    • Creating and modifying a User

      1- Where to begin Click on the Admin tab then User. To be able to see the Admin tab, our user must have the Admin role. 2- Display Sorted by user name, first name, last name, department, active (checked) / inactive (unchecked) and the role of the ...

    • Chat System

      You wish to contact the Traction team? Using the chat system, you can contact us at any time. If the agent is not available, another agent will be able to answer you. 1. User's Guide -> Support 2. Choose the person you want to write to Alex : ...