Valley
Team & Collaboration

Team Collaboration Guide

How to work together in Valley across multiple seats and accounts.

Admin View: Managing Multiple Accounts

Admin View is Valley's core team management feature. It lets managers create and manage campaigns for other team members without logging into their LinkedIn accounts.

How It Works

  1. Toggle Admin View on in the left panel

  2. Scroll to the bottom of the dashboard

  3. Click the arrow (>) next to the account you want to manage

  4. You're now viewing that account's campaigns, inbox, and settings

  5. Create campaigns, review messages, and manage outreach from this view

Always enter the correct account through Admin View before creating campaigns. If you create a campaign while viewing the wrong account, the wrong name and profile will be used in outreach.

What Admins Can Do

  • Create campaigns on behalf of any connected account

  • Review and approve messages across accounts

  • Configure Studio settings (products, writing styles, ICPs) for the workspace

  • Monitor campaign performance across all accounts

  • Access the Unified Inbox (all accounts' replies in one view)

What Still Requires the Rep

  • Each rep's LinkedIn account must be connected via the Chrome extension on their machine

  • Reps handle their own LinkedIn connection/reconnection if it drops

Shared Studio Components

Products, Writing Styles, and ICPs in Studio can be shared across the workspace so all team members use the same configuration.

How Sharing Works

Each Studio component has a sharing setting:

  1. Go to Studio > Products (or Writing Styles or ICPs)

  2. Select a component

  3. Toggle sharing: Personal (only you) or Shared (all workspace members)

  4. Save

Shared items appear in every team member's Studio selection menus when creating campaigns.

Best Practice: Share Your Winners

After running campaigns for 2-4 weeks, identify which Product and Writing Style drove the highest reply rates. Share those across the team and retire personal variants.

When admins share a Product across the workspace, the booking link in that product is the admin's link - not each rep's. Reps need to:

  1. See the shared Product the admin put in their Studio

  2. Duplicate it

  3. Replace the booking link with their own

  4. Name it "PRODUCT NAME - (Rep Name)"

  5. Save and use their personal copy for campaigns

If reps use the shared Product without duplicating and adding their own booking link, meetings will book on the admin's calendar instead of theirs.

When to Share vs. Keep Personal

Share when: One company, one brand voice, all reps targeting similar personas. Shared components = consistent messaging and cleaner performance data.

Keep personal when: Different reps target different ICPs, experimental writing styles being tested, niche product angles specific to one rep's territory.

Inbox Management for Teams

Unified Inbox (Admin View)

In Admin View, the inbox becomes the Unified Inbox - showing replies across all connected accounts. Filter by:

  • Account (show only one rep's replies)

  • Campaign

  • Category (Interested, Might Be Interested, Not Interested)

SDR to AE Handoffs

When an SDR qualifies a prospect and needs to pass to an AE:

  1. SDR reviews the reply and validates fit

  2. SDR applies the Human Handover tag

  3. Human Handover stops all automation for that prospect

  4. SDR notifies the AE (via Slack, email, or your team's process)

  5. AE takes over the conversation manually

This is a manual process using Valley's built-in tags. There's no automated routing between team members.

Integrations for Team Workflows

HubSpot

Valley writes prospect data to HubSpot (contact creation, interest status, connection status). This is one-way - Valley writes to HubSpot, not the other way around. See the HubSpot integration guide for setup details.

Webhooks for Slack Notifications

Valley doesn't have native Slack integration, but teams commonly build Slack notifications using webhooks:

  1. Go to Settings > Integrations > Webhooks

  2. Create a webhook that triggers on "Prospect Response" or "Interested"

  3. Point it at a Slack webhook URL (via Zapier, Make, or a custom integration)

  4. Your team gets instant Slack alerts when hot replies come in

This is a build-it-yourself integration, not a turnkey feature.

Performance Tracking

Monitor campaign metrics in Dashboard > Campaigns:

  • Messages sent per account

  • Reply rate per campaign

  • Accept rate per campaign

  • Interested replies

Apply the Meeting Scheduled tag manually when meetings book to track conversions.

Do a weekly team review: which accounts have the highest reply rates? What are top performers doing differently? Are any accounts underperforming? Use this to share winning approaches across the team.

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