How to review Field Coaching from Managers View in Mobile

How to open Field Coaching in Manager view:

• Log in to the web using your username and password.
• Open Left Menu >>Click on Profile at the top left corner.
• Change the toggle button to the  Manager side. This will activate the Manager View

• Open Left Menu>>Field Coaching.
• You can see the available coaching here.
• Click on the coaching, then you will be able to see a list of your team here
• Click on the salesperson you want to coach.

How to do Baseline Assessment

• Complete the baseline assessment of your salesperson, by clicking on the ‘Baseline Assessment’ button on the top left corner

• Here, you will be able to see the descriptions of the competencies.

• Click on the ‘Save’ button, after you have completed the rating process

How to do Identify Areas of Strength & Areas of Improvement

• Click on the button called ‘Strengths and Improvements’ to start the process of identifying the sales rep’s areas of strengths and areas of improvement. 
• You can mark the strengths using a green checkmark and areas of improvement by using a red checkmark

• Click on “Save’ once you have completed

Under this section, you can see the active coaching sessions for the current month. Here you can start a coaching session.

Click on View Coaching. There are 2 steps in the coaching session.

Step 1 is the Pre-Call Coaching.

Fill out your responses in the area provided.  After entering the details, click on the “save” button at bottom of the screen. This will ensure that your Step 1 responses have been saved.

• Coaching Discussion Planning: enter your coaching planning here.
• Coaching Summary: You can enter a coaching summary after a discussion with your sales rep.

Once you complete these steps click on the “Save” button to save the  Coaching.

• In step 2(Post Call Coaching), the manager will be able to change the rating of the sales rep based on the performance in the coaching.
• Click on the “Change Rating” option in the top right corner then change the rating of the competencies accordingly.
• When you have completed entering all details, please click on ‘Complete Coaching’ to submit the coaching

Please note that once you have clicked on the ‘Complete Coaching’ button, you won’t be able to make any more changes to your coaching session.