[ADD] crm: document about gamification (#687)

crm/optimize.rst

@@ -8,3 +8,4 @@ Optimize your Day-to-Day work
    optimize/google_calendar_credentials
    optimize/onsip
    optimize/setup
+   optimize/gamification

crm/optimize/gamification.rst

@@ -0,0 +1,86 @@
+==========================================
+How to motivate and reward my salespeople?
+==========================================
+
+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.
+
+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*.
+
+.. image:: media/gamification_module_install.png
+   :align: center
+   :alt: View of the gamification module being installed in Odoo
+
+Create a challenge
+==================
+
+Now, create your first challenge by going to :menuselection:`Settings --> Gamification Tools
+--> Challenges`.
+
+.. 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*.
+
+.. image:: media/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:: media/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:: media/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:: media/badges.png
+   :align: center
+   :alt: View of the badges page in Odoo