SMVue Documentation

The Manager Seat is SMVue's primary seat type, designed for sales managers who coach their teams.

What You Get

Full Coaching Tools

Sales Coach — Ask unlimited questions about your deals, pipeline, and reps
Meeting Prep — 1:1 game plans drafted from your real team data
Notebooks — Create and organize coaching notes
Action Items — Create and assign follow-ups
Dashboard — Full command center with Daily Brief

Team Management

View all team members you manage
Access each rep's pipeline and performance data
Schedule and track 1:1 meetings
Create skill assessments and coaching plans

Integrations

Connect CRM — HubSpot and Salesforce (Pipedrive is in beta)
Connect Calendar (Google or Outlook)
Data syncs automatically in the background via webhooks, plus scheduled and manual resync

Analytics

Team performance metrics
Quota attainment tracking
Win/loss analysis
Pipeline health scoring

Who Should Have Manager Seats

Manager Seats are for:

Sales managers who run 1:1s
Team leads who coach reps directly
Anyone who needs full SMVue coaching capabilities

How Many Manager Seats Do I Need?

Solo: 1 Manager seat (you) Team: 1+ Manager seats (purchase additional as needed)

Rule of Thumb: One Manager seat per person who coaches sales reps.

✅ View all team members assigned to you ✅ Prepare for 1:1 meetings with briefs drafted from your team data ✅ Ask Sales Coach unlimited questions ✅ Create and organize notes in Notebooks ✅ Assign action items to reps ✅ Schedule meetings and track cadence ✅ Export data and reports

Cannot Do

❌ View team members not assigned to you (unless your Team plan org sets up a multi-manager structure) ❌ Access Executive-only analytics (coaching impact, benchmarking) ❌ Change organization settings (Owner only) ❌ Manage billing (Owner only)

Executive Seat — For executives who need team-wide visibility
Rep Seat — For sales reps being coached
Billing — Add Manager seats

Need Help?

Questions about Manager seats? Contact support@smvue.com

Manager Seat