You tag a call to Coaching Session in a few easy steps:

  • Go to the Call Analysis tab using the side menu and click on the “Review'' button.  
  • You will be redirected to another page where you can analyze the particular call.
  • Here you can see the 'Tag a Call to Coaching' option. Click on 'Tag a Call to Coaching' button and a popup will appear. 
  • You can select an existing Coaching Session and then click on 'Save'. 
  • You can check the tagged call in the Coaching module by clicking on 'Create Coaching Session' button .

Check out this detailed video on how to tag a call to Coaching Session: