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A manager sees their own deals, their reps’ deals and unassigned deals. You decide who their reps are. Admins, or anyone with the Manage Team permission, do this in Settings → Team → Members. Each rep has one manager at most. There are no named teams: a manager’s team is simply the reps linked to them.
Only people with the Manager role can have reps, and only people with the Rep role can have a manager. Admins see everything, so they’re never part of a team.
You can link a manager and a rep from either side. Both edit the same link.

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From the manager

1

Open the manager

In Settings → Team → Members, open the manager’s ⋯ menu and click Edit. Their Role must be Manager.
2

Choose their reps

Click Reps they manage and tick each rep. You can search by name. Only active reps are listed. A rep who already belongs to another manager shows Managed by and that manager’s name.
3

Save

Click Save. If you picked a rep who belongs to someone else, a note names who moves and from whom, and the button changes to Save and move with the number of reps. Click it again to confirm.
Unticking a rep and saving removes them from this manager, leaving them with no manager.

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From the rep

1

Open the rep

Open the rep’s ⋯ menu and click Edit. Their Role must be Rep.
2

Pick their Manager

Choose from the Manager dropdown, which lists everyone with the manager role. Pick No manager to take them off a team.
3

Save

Click Save.
You can also set these when you add someone: Manager for a new rep, or Reps they manage for a new manager. See Adding team members.

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What happens next

  • The manager sees the rep’s deals right away: deals where the rep is the originator or the closer. See Who sees which deals.
  • The members list shows Managed by and the manager’s name on each rep, and the rep count on each manager.
  • A manager can assign deals to themselves and to their reps.
  • A manager sees the Rep Commissions of their reps, as well as their own.
  • If the manager has a Manager override %, they’re paid it on top on deals their reps work. See Manager overrides.

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When the team changes

  • Moving a rep to another manager: the new manager sees their deals and the old one no longer does. Overrides on deals that already funded stay with the manager at the time.
  • Changing a manager to another role, or removing them: all of their reps are left with no manager. Link those reps to someone else.
  • Changing a rep to another role takes them off their manager’s team.

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Common problems

The Manager dropdown is empty until someone has the Manager role. Change a team member’s role to Manager first. See Roles.
Only active team members with the Rep role are listed. Check the person’s role.
The rep must be the deal’s originator or closer. Check who is assigned on the deal. Deals with nobody assigned show under Unassigned for managers.