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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

1. Select the activity.

   For more information about selecting activities, see Finding Records. For more information about activities, see Calendar and Activities.

2. On the Detail page (Call, Appointment, or Task Detail page) for the activity, scroll down to the Activity Assessment section, and click Add.

   NOTE: If the Activity Assessment section is not shown, click the Edit Layout link.

3. In the Lookup window, search for the appropriate script, and click Select. You can use the filter fields at the top of the Lookup window to filter the list of scripts.
4. On the Activity Assessments page, select the answer for each script question, and click Save.

   The Detail page (Call, Appointment, or Task Detail page) for the activity appears again.

   Depending on the outcome of the script, some of the fields on the record might have been updated automatically.