Live Call Coaching is a powerful tool for sales managers and team leaders to improve call quality, support new reps, and provide real-time feedback to drive better outcomes. By listening in on live calls and providing in-the-moment guidance, you can enhance communication effectiveness, boost confidence, and ultimately improve sales performance. Here’s a guide to getting started with Live Call Coaching.

Prerequisites

• You must have a Symbo account with admin privileges. Only admins can monitor calls.

• Team members that you intend to monitor must have a Symbo Plan with dialing capabilities (Essential, Pro, Power Dial)

Step 1: Navigate the the Live Calls Page

From the navigation menu on your Symbo Dashboard, click on the Phone icon, then click Live Calls.

Step 2: Start Coaching

As live calls are placed from the Symbo platform, you will see them appear.

From here you can:

• Monitor your reps live calls as they take place

• Listen in to your reps calls and whisper to your rep (only rep can hear)

• Take coaching notes that are sent to your rep after the call