Using Activity Assessment Scripts
Your company administrator might have set up assessment scripts to help you to gather information about and evaluate activities, such as tasks, appointments, and sales calls. An assessment script consists of a series of questions that you use to collect customer data. Your responses are scored, assigned a weight, and compared with a specified threshold to determine the appropriate outcome or course of action.
NOTE: Smart Calls do not have Activity Assessments enabled at this time.
Before you begin. To use assessment scripts, your user role must be set up to allow access to the assessment records. For more information about the required settings, see About Assessment Scripts.
To use an activity assessment script
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