Andrez C.
- Total activity 148
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 86
Articles
Votes on activity by Andrez C.-
Integrations, Templates, and Alerts
Setting your Pathlight account up to allow you to be much more productive and efficient is a breeze. This guide will walk you through integrations, template creation, and managing alerts in Pathlig...
-
Admin Guide
Welcome to Pathlight What is Pathlight? Pathlight is a Real-time Performance Management (RPM) platform. We enable customer-facing teams to manage performance more efficiently than ever before. By c...
-
The Pathlight Home Page
Pathlight Home is your new home page and your single source of truth for managing performance. In one view, you can access all the information you need to stay focused on what’s most important. Y...
-
How often does my data refresh in Pathlight?
Your Paths with API connections (e.g., Salesforce) will automatically refresh with new data every hour. How do I know when my data was last updated? You can see the time of the last update for eve...
-
Managing tasks
Tasks give you the ability to create assignments, to which you can assign to yourself or others with a corresponding due date, that need to be completed. Within this article, we will go over: Cr...
-
Understanding Pathlight daily emails
Pathlight sends you morning emails to give you an actionable snapshot of your performance. You can receive two different kinds of morning emails from Pathlight: a Morning Summary email and a Pat...
-
Pinned Messages
At times, there may be particular messages that you want to call special attention to and increase its visibility. To help highlight your most important messages, Pathlight has created Pinned Messa...
-
Understanding the Communication Dashboard
Create equitable, focused communication with the Communication Dashboard. The Communication Dashboard gives managers and leaders a clear understanding of how they’re communicating with their team,...
-
Custom Timeframes
You can adjust the Timeframe over which a metric chart is displayed by using custom timeframes. Adjusting the timeframes in this way allows you to remove the default time frame parameters and view ...
-
How to create a QA Scorecard Template
Scorecards give your Managers and Quality Assurance (QA) teams the ability to ensure your agents are following the proper steps when interacting with customers, performing their tasks, etc. Here, y...