A won deal earns its owner a badge

What moves

Closing an opportunity as won gives the deal's owner the Deal Closed badge and its 20 points, once per deal, even if the deal is reopened and won again.

Before you start

• CRM and Recognition & Gamification in your plan

Step by step

1. Sales repCRM & Sales Pipeline

   Marks an opportunity as won.

   You see:The deal is closed won.

2. SystemRecognition & Gamification

   Gives the deal's owner the Deal Closed badge, once for this deal.

   You see:The badge and its points are recorded.

3. Sales repRecognition & Gamification

   Opens My badges.

   You see:Sees Deal Closed and the points.

Related

• CRM & Sales Pipeline
• Recognition & Gamification
• Agents work with leads and deals
• An accepted quote becomes a draft contract
• An accepted quote becomes a sales order
• Scheduling a follow-up for a colleague
• Two colleagues discuss a deal in chat
• Connections between modules