Use your Evaluations To-Do list to quickly finalize accurate call grades or approve exclusions so your quality metrics stay trustworthy and actionable.
Quick Start
Open your Evaluations To-Do list.
Search and filter to find the specific call you need.
Review the call details, then either grade the call or approve an exclusion request.
Search for a Call
In the left-hand navigation, select Evaluations to open your To-Do list and see calls that require grading or exclusion decisions.
Clicking Evaluations (A) automatically opens your To-Do list.
Use the Search field to look up calls by Customer or Lead name. Results update dynamically as you type.
Filter by call type using Call Type. Options include:
All Inbound or Outbound
Collection Inbound or Outbound
Customer Inbound
Follow-Up
Lead Inbound
Non-Lead
Payment Inbound
Unprocessed
Filter by location with the Location dropdown to show calls associated with a specific site.
Filter by time using Time. Choose from:
All Time (no filters, the original list)
Today
Past 7 days
Past 30 days
A customized timeframe
Note: Starting August 26, 2026, we'll begin archiving records in Storable CRM. As the data archival proceeds, the list will gradually display fewer records. On September 21st, 2026, the data will be displayed for the previous 13 months. This helps ensure faster page loads. Please note, your data isn't deleted from Storable CRM; it will remain safely stored in your system.
Filter by employee by selecting the plus icon and choosing Employee to limit the list to calls handled by a specific person.
Select Apply to update the list with your chosen filters.
Select Reset to clear all filters and return to the original list.
Review Call Context and Grading Status
Hover over the Summary/Sentiment icon to view a call summary and see sentiment (Positive, Neutral, or Negative). Click here to learn more about Call Summary and Sentiment.
Check the Self Grade column to see whether the caller has graded their own call:
Pending – The self-grader has not graded their call.
Complete – The self-grader has completed their grade.
N/A – No self-grading tasks are assigned for the call.
Check the Peer Grade column to track peer grading progress:
Pending – Not all peer-grading tasks are complete. Hover over Pending to see how many grades are finished.
Complete – All peer-grading tasks are complete.
N/A – No peer-grading tasks are assigned for the call.
Select Grade in the Grade column to open the Grades window and review your listening and grading options.
Grade a Call
Select the Play icon
to listen to the call recording.
Select the Download icon
to save the audio file to your computer.
To grade a call from scratch, select Grade to open a blank gradesheet and the associated Lead or Customer card. Complete the gradesheet and save your changes.
To confirm or adjust an existing grade, select the displayed Grade Percentage to open the gradesheet, review the scoring, make any edits, and save to finalize.
For more details on scoring and criteria, open the support article How To Grade A Call.
Exclude a Call From Grading
In the call row, select Excl Request to open the Exclusion window.
Review the request details (for example, audio issues or calls unrelated to storage).
Approve or reject the exclusion request and save your decision so the call is either removed from grading or returned to the grading queue.