Looking to create a custom scorecard that suits your sales process? Here's how:

  • Go to scorecards in any recording

  • Open the dropdown menu that displays all scorecard templates

  • Select + Add template

Creating a custom scorecard

Creating a custom scorecard

  • Give your template a title

  • Start adding questions

  • Assign a relevant skill

  • Click Create template when you're done

It's that easy. You can now score calls using your newly created template.

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