Managing Groups

  • Posted on Oct 30, 2025

Groups define how your organization is structured within FiveLumens. Each Group represents a distinct part of your business such as a department, affiliate,

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Managing Roles and Permissions

  • Posted on Oct 29, 2025

Roles and Permissions allow you to control what each user can see and do within your organization. From this area, you can manage

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Creating and Managing Performance Plans

  • Posted on Oct 24, 2025

Many people think of a performance plan as something negative, but it does not have to be. In FiveLumens, performance plans are designed

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Completing Coaching Sessions

  • Posted on Oct 23, 2025

One-on-one coaching is an essential part of developing both managers and agents. It provides a structured space to review performance, reinforce desired behaviors,

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Adding and Understanding Coaching Steps

  • Posted on Oct 23, 2025

Coaching steps are the individual components that make up a coaching form. Each step helps guide the coaching conversation and record specific information

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Create and Edit Coaching Forms

  • Posted on Oct 20, 2025

Coaching is an integral part of the learning and development process for both operations and agents. Within the FiveLumens platform, coaching sessions can

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Listening and Proficiency: The Foundation of Effective Coaching

  • Posted on Aug 20, 2025

Early in my sales management career, I had a pivotal coaching moment that shaped how I think about developing people. A new sales

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Top Three Strategies for Successful Coaching

  • Posted on Mar 25, 2024

Having been part of startups and small business to large corporations I have administered and participated in many training programs. Some of them

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Train to Trends, Coach to the Individual

  • Posted on Sep 21, 2022

So often we get caught up in the individual or the trends and neglect to realize the most important fact, that only by

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Sales Skills Needed To Be A Successful Salesperson

  • Posted on Aug 23, 2022

With the advent of the mobile phone, it was predicted that with easy access to the internet that human interactions via the phone

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