How do I know when an evaluation is ready for review?
On Agentahub there are multiple ways to track the progress of clients through the pipeline. Below are just a few of the common ways users track when an evaluation form has been completed and ready for the agent to review.
1. One of the most common and practical ways to track evaluation forms being completed is to navigate to your profile by clicking on your name at the bottom of the left navigation. Once in your profile, click on notifications. Once in the notifications section of your profile, select Contact Activity to receive an automated notification when an evaluation form is submitted.
2. Another way to track what evaluation forms have been completed and ready to be reviewed is in the list view of your contacts section. Using the filters, select Pipeline and then, from the next options, select Analysis. This will also show a graphic of the pipeline confirming which stage the client is in.
3. If you would prefer a more wholistic view of all of your clients you can use the Pipeline and check the Analysis swim lane as shown below.