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Cloning a Coaching Template into a New Language

Cloning a Coaching Template into a New Language


First, you will need to find Scorecard Builder from the All Tabs (+) or the App Launcher (the 9 dots)

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Next, you will choose Coaching Templates and from there you will have the options of creating a new template or cloning an existing template (we will focus on cloning here)

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In this example, we have cloned an already existing template (BDR Coaching). First we will need to change the title and then save the template BEFORE moving on to the summary section.

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Now that we have saved our new cloned template with the new title, we can get to editing. We can change the English whichever language you prefer. Make sure to save again after changing the questions.

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Now that we have saved our new template, we will need to add it to the appropriate profile

Step 1: Go back to Scorecard Builder
Step 2: Choose Profiles

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Step 3: Click on the profile to edit
Step 4: Scroll down to find the Coaching Section

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Step 5: Open the Coaching section and select the template you just created and save the profile

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Congrats! Now your Coaching template is available in that profile from Manager Scorecard.

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