Getting Started
Inviting team members
On a Team plan every seller gets their own coaching and managers get the floor. People are added at Admin > Users, by the Exec.
One slot per person
Name, email and phone, then two picks. Role is what the person can open. A Sales Rep has their own leads, meetings, replays and forecast. A Manager also has Command Tower, the team dashboards, Forecasting and Intelligence. Sales Seat is whether the notetaker and the coach join their calls: €179 a month when on, no charge when off. Any role can hold one, so a Manager who sells is a Manager with a Sales Seat. Titles are set on the profile afterwards.
What each role can open
| Sales Rep | Manager | Exec | |
|---|---|---|---|
| Leads, meetings, replays | Their own | Everyone's | Everyone's |
| Dashboard | Their own | Team and business | Team and business |
| Command Tower, live calls | No | Yes | Yes |
| Forecasting | Their own | Business and every team ¹ ² | Business and every team ² |
| Intelligence | Their own reports | Business, team and rep reports ¹ | Business, team and rep reports |
| Setup: products, goals, CRM, lead page | No | No | Yes |
| Users and Teams: add, remove, seats | No | No | Yes |
| Billing: plan, card, invoices | No | No | Yes |
Good to know
- An Exec can turn business Forecasting and Intelligence off for Managers under Account > Privacy.
- With a Sales Seat, a Manager or Exec also gets My deals in Forecasting: their own book.
- A Sales Rep can hide their calls from Managers under Account > Privacy.
- An Exec can add another Exec. The account's founder cannot be deactivated or removed by another Exec.
- Sales Seat is separate from the role. On, the notetaker and the coach join this person's customer calls, and they get Lead Demo and My deals in Forecasting. It is the only thing that is billed.
- Go to Admin > Users and click Add users.
- For each person, enter their name and email, then pick their role and whether they get a Sales Seat.
- Choose how they get in: an email invite, valid 14 days, which you can resend or revoke from the list; or create the account now with a temporary password you hand over yourself.
- If the Sales Seats fit your open seats, the button sends the invites. If not, it reads "Confirm N new seats on Stripe": you confirm the new seat count and the prorated charge on Stripe's page, and the invites go out when you return.
- Create teams at Admin > Teams. That is what makes team dashboards, forecasts and goals roll up.
Each person connects their own calendar from their Profile. After that their meetings, coaching and numbers fill in on their own. Users, Teams and Setup are for the Exec. See also: Managing seats.