Sales manager playbook
Last updated: June 12, 2026
Use this page when a manager, team lead, founder, or revenue leader wants the shortest path to team visibility. Manager workflows work best after reps have completed personal setup and RevOps has configured reporting, fields, dashboards, and access.
What Ergo helps sales managers do
- Review the pipeline by priority, risk, stale activity, follow-up coverage, and forecast impact.
- Ask Ergo which deals need attention, what changed recently, what reps should do next, or which pipeline risks are based on real customer evidence.
- Coach from meeting transcripts, call grading, objections, action items, and follow-up quality instead of relying only on rep-entered notes.
- Spot adoption or data-quality gaps before mistaking missing source data for rep behavior.
- Use reports, dashboards, and scheduled summaries to keep team review lightweight and evidence-backed.
Setup and workflows
Setup first
- Sales manager tips for success
- Roles and permissions
- Meeting availability and visibility
- Reporting overview
Workflows to use day to day
- Meeting detail page
- Video, transcript, and action items
- Call grading rubrics
- Default dashboards
- Chart builder
- Notetaker adoption dashboard: reading edge cases
- Deals board overview
- Deal and account health
- Chat with Ergo
- Follow-ups panel
- Scheduled agent runs
Common issues
- Search/reporting has no results
- Permission or access denied
- Notetaker did not join
- Transcript or recording missing
- CRM sync issues