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Team Shadows / My Shadows (Mobile)

Track shadow sessions where managers observe reps in the field.

Hunter Allred avatar
Written by Hunter Allred
Updated this week

Accessing Shadows

  1. From the Home tab, scroll down to the Toolbox section

  2. Tap "Team Shadows" (managers) or "My Shadows" (reps)

For Managers (Team Shadows)

View all shadow sessions with your team members:

Summary Banner

Shows at-a-glance stats:

  • Total shadows conducted

  • Completion rate across the team

Team Member List

Each row shows:

  • Team member name and avatar

  • Shadow status (Completed, Scheduled, Incomplete, Pending Confirmation)

  • Date of last or upcoming shadow

Filtering Options

Date Range

  • Default shows current quarter

  • Filter to specific time periods

Status Filter

Filter by shadow status:

  • Completed - Shadows that have been done

  • Incomplete - Team members who haven't been shadowed

  • Scheduled - Upcoming shadows that are planned

  • Pending Confirmation - Shadows awaiting confirmation

Sort Direction

Sort ascending or descending by status/date

Search

Search for specific team members by name

For Reps (My Shadows)

View your personal shadow history:

  • List of past shadow sessions

  • Dates when you were observed

  • Upcoming scheduled shadows

Note: My Shadows is hidden for recruiting companies.

Navigation

Tap any row to view more details about that shadow session.

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