These settings are only applicable if you subscribe to Storable CRM's Performance/Evaluation Manager. This guide shows how to assign grade sheets for evaluating the location and the employees assigned to it.
Access
(A) Edit - From the location list identify the location you wish to edit and click to open its profile.
(B) Evaluations - Clicking (A) will open to the Location Details page. Click to access the location's Evaluations settings.
Edit Evaluations Settings
Gradesheet Assignment
Field Name |
Field Description |
Supported Integration |
(C) Location Gradesheet |
Click to select the default location gradesheet. This will be the gradesheet used to grade your locations. Click here to learn more about creating gradesheets. |
All |
(D) Employee Gradesheet |
Click to select the default employee gradesheet. This will be the grade sheet used to grade your employee calls. Click here to learn more about creating gradesheets. Note: After opening the gradesheet, users can select a different one prior to grading. This is useful if a user is assigned to grade a current Tenant but has a Lead gradesheet assigned to the call. |
All |
Save
(E) Save - Click to save edits and return to the Location list.
(F) Cancel - Click to discard any edits made to the location and return to the Location list.