Team

The Team page is the command center for the reps you manage. Use it to see who needs attention first, keep CRM and seat mappings clean, and open a rep's profile for deeper coaching context.

Team Overview

The Team page has two main areas:

• Reps who need you most - a short attention queue for larger teams.
• Team Roster - a filterable table of your reps, sorted by Attention Score.

If your workspace does not have reps yet, the page prompts you to add team members from your connected CRM. During a first-time CRM sync, SMVue shows a loading state instead of a misleading empty team message.

Reps Who Need You Most

For teams with more than two reps, SMVue shows up to three reps who currently need the most manager attention. Each card links to that rep's profile and includes:

• The rep's Attention Score out of 100.
• Their title or role.
• Their lifecycle stage when one is available.
• Four dimension bars: performance, data hygiene, coaching, and development.
• The weakest dimension when one stands out.

Use these cards as a fast coaching triage view. A low score means the rep is worth reviewing before the broader roster, but the card is a starting point, not a final diagnosis.

Team Roster

The roster lists every managed rep except your own team-member record. Rows are sorted by Attention Score so the reps who need attention appear first. Reps without enough scoreable data appear after scored reps instead of being treated as urgent.

The roster includes:

• Rep name and profile link.
• Role.
• CRM link status.
• Rep seat status.
• Overall Attention Score.
• Performance, data hygiene, coaching, and development dimension scores.
• Last 1:1.
• Next scheduled 1:1.

Click a row to open that rep's Team profile. Keyboard users can tab to the rep name link and press Enter.

Filtering the Roster

Use the roster filters to narrow the team list by:

• Search text.
• Role.
• Quota-carrying status.
• Attention bucket.

Attention filters use these buckets:

• Healthy - scores 70 and above.
• Watch - scores from 50 through 69.
• At risk - scores below 50.

Reps with no scoreable data are excluded from attention-bucket filters because their placeholder score does not represent true risk.

Managing Team Data

The Team page includes three management actions:

• Manage teams - organize existing reps into teams.
• Manage CRM Links - refresh, import, or map CRM users to team members.
• Manage Rep Seats - control which team members have rep-seat access.

Keep CRM links and seats current so coaching data, update requests, and rep-facing experiences point to the right person.

Rep Profiles

Opening a rep from the Team page takes you to their Team profile. Depending on available data, the profile can show:

• AI coaching approach.
• Next meeting.
• Communication preferences.
• Short-term and long-term goals.
• KPI performance.
• Development snapshot.
• At-risk deals.
• Attention Score detail.
• Open action items.
• Dossier context.

Use the profile when you need the reasons behind a roster signal or want to prepare for a rep-specific coaching conversation.

Team Update Cards

Team Update Cards are structured status-update requests from a manager to a rep. They are useful when you need a quick written update before a 1:1, pipeline review, forecast call, or deal coaching conversation.

Each update request includes:

• The rep who should respond.
• A topic: pipeline status, forecast update, deal progress, or general.
• The manager's message.
• Optional deal or meeting context.
• A status: pending, responded, or expired.
• The rep's response and response time once submitted.

Requests expire after 7 days. If the rep has a linked SMVue account, SMVue sends an email notification and routes the rep back into SMVue to respond. When the rep responds, SMVue notifies the manager and links back to the rep's Team profile.

When an update is linked to a deal, the request can include deal context such as the deal name, amount, and pipeline stage. That keeps the rep's response anchored to the specific opportunity instead of a generic status check.

SMVue also bridges status update requests into communication threads when the rep has an in-app account. That keeps the request and response connected to the ongoing manager-rep conversation instead of leaving them as one-off messages.

Best Practices

Start with the Attention Queue

Review the reps who need you most before scanning the full roster. Open each card when you need to understand which dimension is driving the score.

Use Roster Filters for Operating Rhythm

Filter to at-risk reps before coaching blocks, quota-carrying reps before forecast work, or a specific role when you are managing different sales motions.

Request Updates with Context

Use Team Update Cards for specific questions, not broad check-ins. A good request names the deal, forecast risk, or pipeline question you need answered.

Follow Up in the Rep Profile

After a response comes in, open the rep profile and connect the update to coaching, action items, deal review, or the next 1:1.

Troubleshooting

The Team Page Shows No Reps

Check whether your CRM sync is still running. If sync is complete, use Manage CRM Links to import or map CRM users as team members.

A Rep Looks Urgent but Has No Data

Reps with no scoreable data should show a neutral no-data state in the roster. If they still look urgent, confirm their CRM link, meeting history, action items, and profile data.

A Rep Is Missing from Attention Filters

Attention filters only include reps with scoreable attention data. Reps without data can still appear in the full roster.

An Update Request Was Not Answered

Pending requests expire after 7 days. Confirm the rep has a linked SMVue account and the right email notification settings, then send a fresh, specific request if you still need the update.

Related Features

• Dashboard - Start from team-level coaching priorities.
• Meetings - Prepare and run 1:1s.
• Action Items - Track follow-up commitments.
• Team Management - Add, import, and organize team members.