Sales Team Setup

DURUM.ai allows your sales reps to access their own performance data. This page explains how to integrate your sales team into the platform.

Available Roles

	Sales Director (sales_director)	Sales Rep (sales_rep)
Sees own data	Yes	Yes
Sees entire team's data	Yes	No
Sees leaderboard	Yes	Only if enabled
Sees ad costs	Yes	No
Sees margins	Yes	No
Full dashboard access	Yes (all tabs)	No (/rep-dashboard only)
Can view tasks	Yes	No

INFO

A sales rep sees only their own data: their bookings, meetings, close rate, revenue, pipeline, and coaching tips. They can't see other reps' data (except the leaderboard if you choose to enable it).

Creating Accounts

Account creation is handled by the agency (Durum Marketing). For each rep, provide:

• First and last name
• Email address
• Desired role (sales_director or sales_rep)

Your account manager will create the access and send you the login credentials for each team member.

A Rep's First Login

When a rep logs in for the first time:

1. They automatically land on the Rep Dashboard page (/rep-dashboard)
2. A guided tour introduces the main sections of the interface
3. They can immediately see their performance data

What Each Rep Sees

• Bookings: appointments booked with their prospects
• Meetings: meetings held (attended vs. no-shows)
• Close rate: closing rate of their opportunities
• Revenue: revenue generated by their sales
• Pipeline: opportunities in progress and their advancement
• Coaching: personalized AI-generated recommendations

What a Rep Doesn't See

• Other reps' data (except leaderboard if enabled)
• Ad costs (Meta Ads spend)
• Company margins
• Platform configuration settings

Connecting the Calendar

Each rep should connect their calendar on the Profile page:

• Google Calendar or Microsoft Outlook are supported
• The connection enables automatic meeting tracking (attended and no-shows)
• Without a calendar connection, meeting data must be entered manually

Advice

Calendar connection is one of the most important steps. Without it, meeting and no-show statistics won't be complete and reports will be less accurate.

Call Recording

If call recording is enabled for your account:

• Calls are recorded automatically via your phone system
• Each call is analyzed by AI (summary, sentiment, objections, coaching)
• The rep and director receive a Slack notification with the analysis
• Analyses are also accessible in the dashboard

Call recording activation is coordinated with your account manager and depends on your phone infrastructure.

Recommended Training

For a successful launch with your sales team:

Step	Duration	Description
Team training call	30 min	Live demo on the application with the entire team
Post-launch support	2 weeks	Close support period to answer questions
Adoption follow-up	Ongoing	Verify all reps are using the platform regularly

Practical Advice

During the training call, ask each rep to log in simultaneously on their own account. This allows you to resolve access issues immediately and ensure everyone is operational by the end of the call.

Integration Checklist

• [ ] Define roles (director vs. rep) for each member
• [ ] Provide emails to the agency
• [ ] Receive login credentials
• [ ] Schedule the training call (30 min)
• [ ] Each rep logs in and completes the guided tour
• [ ] Each rep connects their calendar (Google or Outlook)
• [ ] Enable call recording (if applicable)
• [ ] Verify each rep's data appears correctly
• [ ] Enable relevant Slack notifications for each role