Manager (Leader Seat)

The Leader seat is SMVue's only paid seat, designed for sales managers and team leads who coach their teams and run the day-to-day book. In the app, a member holding the Leader seat is called a Manager — the seat's billing name is "Leader," the in-app persona is "Manager."

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

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, Salesforce, or Pipedrive
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 the Leader Seat

The Leader seat is for:

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

How Managers Get Started

Every workspace is created by its Workspace Owner — the person who signs up connects a CRM (or the native CRM) and holds the workspace's first Leader seat automatically. There is no separate executive-organization signup path; that "Sales Executive" onboarding lane was removed. Everyone besides the Owner joins by invitation: an Owner or Admin invites a member by email, choosing a workspace role (Member or Admin), an access profile (a system preset like Executive, Rep, Revenue Operations, or a custom permission profile), and — independently of the role and profile — whether to grant the Leader seat.

How Many Leader Seats Do I Need?

The workspace base plan ($150/month) includes one Leader seat. Each additional Leader seat is $100/month (20% off either when billed yearly), up to your purchased seat ceiling. The invite dialog shows the live monthly price of an additional Leader seat and how many of the purchased ceiling are already assigned; running out offers an inline "buy a seat" action.

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

Leader Seat Capabilities

Can Do

✅ 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 a permission profile grants a wider scope ❌ Access Executive-only analytics (coaching impact, benchmarking) — unless also assigned the Executive profile ❌ Change workspace settings (Owner and Admin only) ❌ Manage billing (Owner only)

Roles vs. Seats vs. Profiles

These are three independent facts about a member, not one bundled pick:

Role — owner, admin, or member. Governs who can manage workspace settings, billing, and other members.
Leader seat — the one paid, write-capable entitlement. A member either holds it or doesn't.
Permission profile — the scope of data a member can see (own book, a team, or the whole workspace). Every member without an assigned profile still sees their own book, read-only, through the own-book floor.

A Workspace Owner always holds the Leader seat and an unrestricted profile grant, but that unrestricted access comes from the seeded Workspace-owner profile, not a hardcoded role check — an Owner who is demoted loses that grant explicitly.

Executive Profile — For executives who need workspace-wide visibility
Rep Profile — For sales reps being coached
Billing — Add Leader seats

Need Help?

Questions about the Leader seat? Contact support@smvue.com

Manager (Leader Seat)

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