SMVue Documentation

Focused deal triage, performance, tasks, meetings, and manager messaging for sales reps.

The Rep Seat loops sales reps into the manager workflows SMVue already supports, using their scoped CRM, pipeline, meeting, performance, and task data. It is free and unlimited, and it is intentionally not a replacement CRM.

What You Get

Personal Dashboard

The numbers that matter for the current period
A focused attention queue spanning deals, assigned tasks, and unread manager messages
Upcoming meetings with your manager and recent meeting history
A one-time welcome that explains the Rep workspace and stays dismissed across devices

Your Data Only

Your deals and pipeline
Your meetings with your manager
Your action items
Your manager conversations

Meeting History

Past 1:1 notes (read-only)
Meeting summaries
Action items from meetings
Skill development discussions

What You Don't Get

Rep Seats have a narrow participation boundary over their own data:

❌ No Sales Coach in the free Rep seat (available as an assigned add-on) ❌ No Meeting Prep ❌ Cannot create action items or meetings ❌ Cannot see other reps' data ❌ Cannot access team analytics ❌ Cannot manage integrations or settings

They can reply to manager conversations and change the status of eligible tasks assigned to them. Manager controls, CRM administration, team analytics, and other reps' data remain unavailable.

Who Should Have Rep Seats

Rep Seats are for:

Sales reps (AEs, SDRs, CSMs)
Anyone being coached by a manager with SMVue
Team members who need to see their own performance

Rep Seat Capabilities

Can Do

✅ View your own deals and pipeline ✅ Triage your own deals by what needs attention first ✅ See your action items and mark eligible work in progress or complete ✅ Add a response while working an eligible assigned action item ✅ View your meeting history and notes ✅ See your quota progress and performance metrics ✅ Reply to your manager in Inbox, including deal-update conversations

Cannot Do

❌ View other reps' data ❌ Create action items or meetings ❌ Access Meeting Prep; Sales Coach requires an assigned Rep Coach add-on ❌ Edit notes or notebooks ❌ Manage team or organization settings ❌ Access any manager or executive features

Rep Dashboard Features

Today (/dashboard)
Inbox (/inbox)
Pipeline (/pipeline)
Performance (/performance)
Action Items (/action-items)
Meetings (/meetings)

Action Items

What you see:

Server-paginated work assigned to you, with overdue, due-today, this-week, status, priority, due-window, tag, and search controls
Open, in-progress, completed, cancelled, and carried-over states without collapsing terminal work

What you can do:

Mark eligible items in progress or complete
Add a response from the item drawer so follow-through stays with the assignment
View item details
Open linked deals or meetings

Upcoming Meetings

What you see:

Scheduled 1:1s with your manager
Meeting type and date/time
Join link (if calendar connected)

What you can do:

View meeting details
Join meeting from calendar link
See past meeting notes (read-only)
Retry an unavailable meeting list or detail view without losing your place
Open an agenda action item directly in the Action Items workspace

When a manager schedules a meeting, SMVue also creates an in-app notification when your notification preferences allow it.

Performance Summary

What you see:

Personal quota and progress
Open pipeline value and deal count
Win rate and average deal size
Forecast, coverage to quota gap, at-risk pipeline, and stale deals

What you can do:

Switch between month, quarter, and year periods
Track your own performance
Compare against the prior period and see pacing/attainment-trend context
Identify areas to improve

Inbox

What you see:

Participant-scoped conversations with your manager
Deal, meeting, task, and status-update context carried with the thread
Read/unread state and paginated message history

What you can do:

Search, filter, sort, and mark conversations read or unread
Reply with a thread-specific draft
Jump to the linked deal, action item, or meeting

Deal Update Requests

When your manager requests a deal update:

Notification — You receive email and in-app notification
Open Conversation — The notification links to the exact Inbox thread
Reply — Send the current state, next step, timing, or blocker in the thread
Completion — The first qualifying Rep reply completes the pending request and notifies the manager

Why This Matters:

Keeps manager informed without constant check-ins
Shows you own your pipeline
Demonstrates proactive communication

Rep Seat Limitations

Cannot Access:

Team-wide data or analytics
Other reps' pipelines or performance
Meeting Prep and Sales Coach unless a purchased Rep Coach add-on is assigned
Notebooks and Skills administration
Organization or team settings

Cannot Create:

Action items
Meetings
Notes or pages
Skill assessments

Read-Only Context:

Meeting notes from 1:1s
Deal, performance, and meeting data synced or maintained by managers

Narrow Write Access:

Replies in participant-scoped Inbox threads
Responses plus in-progress/completed status on eligible action items assigned to the rep

Optional Sales Coach Add-on

The six primary Rep surfaces stay the same. If the organization purchases and assigns a Sales Coach for Reps seat, a floating Sales Coach launcher appears and the Coach scopes its answers to that rep's authorized context. Without that assignment, no Coach control is shown.

Inviting Reps

Managers or Owners can invite reps:

Go to Settings > Team
Click Invite Member
Enter rep's email
Select Rep Seat
Confirm the matching Team record and reporting manager
Send invitation

The email must identify exactly one active Team record in the same workspace that is not already linked to a user. If SMVue cannot find one unambiguous match, correct or create the Team record first and then resend the invitation. This prevents an invitation from attaching a user to the wrong rep's deals, meetings, or performance history.

Rep receives:

Email invitation
Link to create account
Access to their personal dashboard in the invited workspace; acceptance switches them into that workspace automatically

Removing or Restoring Rep Access

Archive a linked Team member before removing their access. Archiving preserves historical deals, meetings, notes, and action items while revoking the rep's active sessions. A Team member that is still linked to a user cannot be hard-deleted.

Restoring a rep requires an available Rep grant and relinks the membership to the same Team identity. Managers and Executives cannot be linked as Rep identities. If new Rep grants are temporarily paused during a rollout, existing reps can continue to work and managers can still revoke access.