Sales Academy for managers
Building and assigning paths, reviewing practice, and signing off certifications.
- Who can manage Sales Academy, and who needs a learner seat?Learning managers build paths and plays and answer coaching; a learner seat is what puts someone on a path and into Practice.
- How do I build a learning path?Create a path from New, then add lessons, plays, sections and checkpoints in the builder. Every field saves as you leave it.
- How do I assign a path to my team?Press Assign it and choose everyone with a learner seat, one or more job roles, or specific people. Only learner-seat holders can be on a path.
- How do I create and publish a play?Choose New, then Play, pick a pattern, write the situation, the challenge and the checks, then press Publish. Only someone on your team can publish.
- What content can I add to Sales Academy, and how does it open for reps?Add Portal projects, articles, uploaded videos, PDFs, PowerPoints and images, or links. What Portal hosts opens in place; other links open in a new tab.
- How do I review a rep's coaching request?Open it from the top of Activity, play the rep's take, mark each check Heard it, Partly or Missed, write one thing to change, and send it back.
- How do I make a path certify reps?Turn on the Certification tile in the path builder, then choose a checkpoint pass mark, an optional recorded roleplay, and how long it stays valid.
- How do I approve or send back a certification?Open the path's Certification section, read the evidence, then press Approve and certify, or write a note and press Not yet.
- How do I see how my team is practicing?The Activity tab shows coaching waiting on you, plays run weekly, who is practicing, each rep's runs and opens, and content gaps. A digest arrives each Monday.
- Which Sales Academy events send an email or Slack message?Coaching, certification and the Monday digest send personal email; four events can post to a team channel. Assigning a path sends nothing.