A sales leaderboard appears on the CRM home

What moves

With both modules in the plan, the CRM home ranks reps by revenue won this month, calculated from the opportunities already on screen. The ranking uses revenue, not recognition points.

Before you start

• CRM and Recognition in your plan
• Opportunities with an owner and a close date

Step by step

1. Sales repCRM & Sales Pipeline

   Marks an opportunity as won.

   You see:The opportunity records its value, owner and close date.

2. Sales managerCRM & Sales Pipeline

   Opens the CRM home.

   You see:A top-five leaderboard of reps by revenue won this month is shown.

3. SystemRecognition & Gamification

   Hides the widget when Recognition is not in the plan.

   You see:Workspaces without Recognition see no empty box.

Related

• CRM & Sales Pipeline
• Recognition & Gamification
• A ticket carries the CRM customer it concerns
• A website enquiry becomes a CRM lead
• A won deal becomes a delivery project
• A discounted quote is approved before it is marked sent
• A manager moves deals to another rep
• Connections between modules