With the positions added, you need to start training your model by assessing your current employees. There are essentially two ways to add employees:
When you send the link from Sales Indicator the employee is added to the system, which offers two benefits over just sending a link via email:
If you just email a link, the employee much start the assessment before they are added to the system.
To add an employee from Sales Indicator:
You may alternatively send assessments from the home page, and this will also add the employees to the system:
There is no CSV option, and you must select the position and click the employee option:
If you want to send out assessments using an email template, then you will want to use the direct link to the assessment for each position:
Salesforce Account Email
If you plan to sync Salesforce data, make sure that employees complete the assessment using the same email account that they use for their Salesforce account.
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