[IMP] CRM: rewrite gamification

closes odoo/documentation#8908

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: StraubCreative <zst@odoo.com>
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==========================================
How to motivate and reward my salespeople?
==========================================
================
CRM Gamification
================
Challenging your employees to reach specific targets with goals and rewards is an excellent way to
reinforce good habits and improve your salespeople productivity. The Gamification module gives you
simple and creative ways to motivate and evaluate your employees with real-time recognition and
badges inspired by game mechanics.
In Odoo's *CRM* app, *gamification tools* provide the opportunity to evaluate and motivate users
through customizable challenges, goals, and rewards. Goals are created to target actions within the
*CRM* app, and can be tracked and rewarded automatically to participating sales teams.
Configuration
=============
Install the *Gamification* module, or the *CRM gamification* one, which adds some useful data
(goals and challenges) that can be used on *CRM/Sale*.
To install the *Gamification* module, navigate to the :menuselection:`Apps` application. Click into
the :guilabel:`Search...` bar at the top of the page and remove the :guilabel:`Apps` filter. Type
`Gamification` to search.
.. image:: gamification/gamification_module_install.png
If the :guilabel:`Gamification` module is **not** already installed, click :guilabel:`Install`.
After completing the installation, return to the :menuselection:`Apps` application and search for
`Gamification` again.
On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This module features goals
and challenges related to the *CRM* and *Sales* applications.
.. image:: gamification/gamification-module-install.png
:align: center
:alt: View of the gamification module being installed in Odoo
:alt: View of the gamification module being installed in Odoo.
.. note::
If both the *CRM* and *Sales* apps are installed, the *CRM Gamification* module is automatically
installed on the database.
To access the *Gamification Tools* menu, first enable :ref:`developer-mode`.
Next, navigate to :menuselection:`Settings app --> Gamification Tools`.
.. image:: gamification/gamification-tools-menu.png
:align: center
:alt: View if the gamification tools menu in Odoo Settings
.. _crm/create-rewards:
Create badges
=============
*Badges* are awarded to users when they have completed a challenge. Different badges can be awarded
based on the type of task completed, and can be issued to more than one user, depending on the time
they accomplish the goal.
To view the existing badges, or create a new one, navigate to :menuselection:`Settings -->
Gamification Tools --> Badges`.
.. image:: gamification/badges.png
:align: center
:alt: View of the badges page in Odoo.
.. note::
Some badges can be awarded outside of challenges, as well. Select the Kanban card for the desired
badge, then click :guilabel:`Grant`. This opens a :guilabel:`Grant Badge` pop-up window. Select
a user from the :guilabel:`Who would you like to reward?` field.
Add any additional information regarding why the user is receiving the reward in the field below,
then click :guilabel:`Grant Badge`.
To create a new badge, click :guilabel:`New` at the top-left of the page to open a blank form.
Enter a name for the :guilabel:`Badge`, followed by a description.
The :guilabel:`Allowance to Grant` field determines when a badge can be granted, and by whom:
- :guilabel:`Everyone`: this badge can be manually granted by any user.
- :guilabel:`A selected list of users`: this badge can only be granted by a select group of users.
If this option is selected, it generates a new field, :guilabel:`Authorized Users`. Choose the
appropriate users from this drop-down list.
- :guilabel:`People having some badges`: this badge can only be granted by users who have already
been awarded a specific badge. If this option is selected it generates a new field,
:guilabel:`Required Badges`. Use this drop-down list to select the badge(s) a user must have before they
can award this badge to others.
- :guilabel:`No one, assigned through challenges`: this badge cannot be manually granted, it can
only be awarded through challenges.
To limit the number of badges a user can send, tick the :guilabel:`Monthly Limited Spending`
checkbox. This sets a limit on the number of times a user can grant this badge. In the
:guilabel:`Limitation Number` field, enter the maximum number of times this badge can be sent per
month, per person.
.. image:: gamification/create-badge.png
:align: center
:alt: The details page for a new badge.
.. _crm/create-challenge:
Create a challenge
==================
Now, create your first challenge by going to :menuselection:`Settings --> Gamification Tools
--> Challenges`.
To create a challenge, navigate to to :menuselection:`Settings --> Gamification Tools -->
Challenges`. Click :guilabel:`New` in the top-left corner to open a blank challenge form.
At the top of the form, enter a :guilabel:`Challenge Name`.
Create assignment rules
-----------------------
To assign the challenge to specific users, one or more assignment rules must be utilized.
Click into the first field under :guilabel:`Assign Challenge to`, and select a parameter from the
drop-down list to define the rule. Then, click into the next field to define the rule's operator. If
necessary, click into the third field to further define the parameter.
.. tip::
To include all users with permissions in the *Sales* app, create a rule with the following
parameters:
- :guilabel:`Groups`
- :guilabel:`is in`
- `Sales/User: Own Documents Only`
.. image:: gamification/assignation-rule.png
:align: center
:alt: View of the assignation rules section of a Challenge form.
In the :guilabel:`Periodicity` field, select a time frame for goals to be automatically assessed.
Add goals
---------
Challenges can be based on a single goal, or can include multiple goals with different targets. To
add a goal to the challenge, click :guilabel:`Add a line` on the :guilabel:`Goals` tab.
In the :guilabel:`Goal Definition` field, choose a goal from the drop-down list. The
:guilabel:`Condition` field automatically updates to reflect the condition set on the goal
definition.
.. tip::
The *CRM Gamification* module contains preconfigured goals geared towards salesteams:
- :guilabel:`New Leads`
- :guilabel:`Time to Qualify a Lead`
- :guilabel:`Days to Close a Dead`
- :guilabel:`New Opportunities`
- :guilabel:`New Sales Orders`
Enter a :guilabel:`Target` for the goal based on the :guilabel:`Suffix`.
Repeat these steps for each additional goal.
.. image:: gamification/challenge-goals.png
:align: center
:alt: The goals tab of a challenge form.
Add rewards
-----------
Next, click the :guilabel:`Reward` tab. Choose the :ref:`badges <crm/create-rewards>` to be awarded
:guilabel:`For 1st User` and :guilabel:`For Every Succeeding User` by selecting them from the
drop-down lists.
.. note::
As the gamification tool is a one-time technical setup, you need to activate the technical
features in order to access the configuration. To do so, go to *Settings* and *Activate the
developer mode*.
Badges are granted when a challenge is finished. This is either at the end of a running period,
at the end date of a challenge, or when the challenge is manually closed.
.. image:: gamification/gamification_tools_menu.png
:align: center
:alt: View if the gamification tools menu in Odoo Settings
A challenge is a mission that you send to your sales team. It can include one or several goals, set
for a specific period of time. Configure your challenge as follows:
#. Assign the salespeople to be challenged;
#. Assign a responsible;
#. Set up the periodicity along with the start and the end date;
#. Select your goals;
#. Set up your rewards (badges).
.. note::
Badges are granted when a challenge is finished. This is either at the end of a running period
(eg: end of the month for a monthly challenge), at the end date of a challenge (if no periodicity
is set), or when the challenge is manually closed.
In the example below, 2 employees are being challenged with a *Monthly Sales Target*. The challenge
is based on 2 goals: the total amount invoiced and number of new leads generated. At the end of the
month, the winner will be granted with a badge.
.. image:: gamification/challenges.png
:align: center
:alt: View of the challenge form and a challenge being created for Odoo Sales
Set up goals
------------
| The users can be evaluated using goals and numerical objectives to reach.
| **Goals** are assigned through *challenges* that evaluate (see image above) and compare members of
a team throughout time.
| You can create a new goal on the fly from a *Challenge* by clicking on *Add new item*, under
*Goals*. Select the business object according to your company's needs. Examples: number of new
leads, time to qualify a lead, total amount invoiced in a specific week, month or any other time
frame based on your management preferences, etc.
.. image:: gamification/goal_definitions.png
:align: center
:alt: View of the goal definition form and a goal definition being created for Odoo Sales
.. note::
Goals may include your database setup as well (e.g. set your company data and a timezone,
create new users, etc.).
Set up rewards
--------------
For non-numerical achievements, **Badges** can be granted to users. From a simple thank you to an
exceptional achievement, a badge is an easy way to express gratitude to a user for their good work.
To create and grant badges to your employees based on their performance, go to
:menuselection:`Settings --> Gamification Tools --> Badges`.
.. image:: gamification/badges.png
:align: center
:alt: View of the badges page in Odoo
After setup is complete, click the :guilabel:`Start Challenge` button at the top-left of the page to
begin the challenge.

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