[IMP] CRM: rewrite gamification
closes odoo/documentation#9040 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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==========================================
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How to motivate and reward my salespeople?
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==========================================
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================
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CRM Gamification
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================
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Challenging your employees to reach specific targets with goals and rewards is an excellent way to
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reinforce good habits and improve your salespeople productivity. The Gamification module gives you
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simple and creative ways to motivate and evaluate your employees with real-time recognition and
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badges inspired by game mechanics.
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In Odoo's *CRM* app, *gamification tools* provide the opportunity to evaluate and motivate users
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through customizable challenges, goals, and rewards. Goals are created to target actions within the
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*CRM* app, and can be tracked and rewarded automatically to participating sales teams.
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Configuration
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=============
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Install the *Gamification* module, or the *CRM gamification* one, which adds some useful data
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(goals and challenges) that can be used on *CRM/Sale*.
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To install the *Gamification* module, navigate to the :menuselection:`Apps` application. Click into
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the :guilabel:`Search...` bar at the top of the page and remove the :guilabel:`Apps` filter. Type
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`Gamification` to search.
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.. image:: gamification/gamification_module_install.png
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If the :guilabel:`Gamification` module is **not** already installed, click :guilabel:`Install`.
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After completing the installation, return to the :menuselection:`Apps` application and search for
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`Gamification` again.
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On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This module features goals
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and challenges related to the *CRM* and *Sales* applications.
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.. image:: gamification/gamification-module-install.png
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:align: center
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:alt: View of the gamification module being installed in Odoo
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:alt: View of the gamification module being installed in Odoo.
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.. note::
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If both the *CRM* and *Sales* apps are installed, the *CRM Gamification* module is automatically
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installed on the database.
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To access the *Gamification Tools* menu, first enable :ref:`developer-mode`.
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Next, navigate to :menuselection:`Settings app --> Gamification Tools`.
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.. image:: gamification/gamification-tools-menu.png
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:align: center
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:alt: View if the gamification tools menu in Odoo Settings
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.. _crm/create-rewards:
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Create badges
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=============
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*Badges* are awarded to users when they have completed a challenge. Different badges can be awarded
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based on the type of task completed, and can be issued to more than one user, depending on the time
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they accomplish the goal.
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To view the existing badges, or create a new one, navigate to :menuselection:`Settings -->
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Gamification Tools --> Badges`.
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.. image:: gamification/badges.png
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:align: center
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:alt: View of the badges page in Odoo.
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.. note::
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Some badges can be awarded outside of challenges, as well. Select the Kanban card for the desired
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badge, then click :guilabel:`Grant`. This opens a :guilabel:`Grant Badge` pop-up window. Select
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a user from the :guilabel:`Who would you like to reward?` field.
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Add any additional information regarding why the user is receiving the reward in the field below,
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then click :guilabel:`Grant Badge`.
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To create a new badge, click :guilabel:`New` at the top-left of the page to open a blank form.
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Enter a name for the :guilabel:`Badge`, followed by a description.
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The :guilabel:`Allowance to Grant` field determines when a badge can be granted, and by whom:
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- :guilabel:`Everyone`: this badge can be manually granted by any user.
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- :guilabel:`A selected list of users`: this badge can only be granted by a select group of users.
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If this option is selected, it generates a new field, :guilabel:`Authorized Users`. Choose the
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appropriate users from this drop-down list.
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- :guilabel:`People having some badges`: this badge can only be granted by users who have already
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been awarded a specific badge. If this option is selected it generates a new field,
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:guilabel:`Required Badges`. Use this drop-down list to select the badge(s) a user must have before they
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can award this badge to others.
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- :guilabel:`No one, assigned through challenges`: this badge cannot be manually granted, it can
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only be awarded through challenges.
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To limit the number of badges a user can send, tick the :guilabel:`Monthly Limited Spending`
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checkbox. This sets a limit on the number of times a user can grant this badge. In the
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:guilabel:`Limitation Number` field, enter the maximum number of times this badge can be sent per
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month, per person.
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.. image:: gamification/create-badge.png
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:align: center
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:alt: The details page for a new badge.
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.. _crm/create-challenge:
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Create a challenge
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==================
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Now, create your first challenge by going to :menuselection:`Settings --> Gamification Tools
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--> Challenges`.
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To create a challenge, navigate to to :menuselection:`Settings --> Gamification Tools -->
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Challenges`. Click :guilabel:`New` in the top-left corner to open a blank challenge form.
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At the top of the form, enter a :guilabel:`Challenge Name`.
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Create assignment rules
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-----------------------
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To assign the challenge to specific users, one or more assignment rules must be utilized.
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Click into the first field under :guilabel:`Assign Challenge to`, and select a parameter from the
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drop-down list to define the rule. Then, click into the next field to define the rule's operator. If
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necessary, click into the third field to further define the parameter.
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.. tip::
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To include all users with permissions in the *Sales* app, create a rule with the following
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parameters:
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- :guilabel:`Groups`
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- :guilabel:`is in`
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- `Sales/User: Own Documents Only`
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.. image:: gamification/assignation-rule.png
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:align: center
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:alt: View of the assignation rules section of a Challenge form.
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In the :guilabel:`Periodicity` field, select a time frame for goals to be automatically assessed.
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Add goals
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---------
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Challenges can be based on a single goal, or can include multiple goals with different targets. To
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add a goal to the challenge, click :guilabel:`Add a line` on the :guilabel:`Goals` tab.
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In the :guilabel:`Goal Definition` field, choose a goal from the drop-down list. The
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:guilabel:`Condition` field automatically updates to reflect the condition set on the goal
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definition.
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.. tip::
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The *CRM Gamification* module contains preconfigured goals geared towards salesteams:
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- :guilabel:`New Leads`
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- :guilabel:`Time to Qualify a Lead`
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- :guilabel:`Days to Close a Dead`
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- :guilabel:`New Opportunities`
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- :guilabel:`New Sales Orders`
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Enter a :guilabel:`Target` for the goal based on the :guilabel:`Suffix`.
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Repeat these steps for each additional goal.
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.. image:: gamification/challenge-goals.png
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:align: center
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:alt: The goals tab of a challenge form.
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Add rewards
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-----------
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Next, click the :guilabel:`Reward` tab. Choose the :ref:`badges <crm/create-rewards>` to be awarded
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:guilabel:`For 1st User` and :guilabel:`For Every Succeeding User` by selecting them from the
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drop-down lists.
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.. note::
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As the gamification tool is a one-time technical setup, you need to activate the technical
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features in order to access the configuration. To do so, go to *Settings* and *Activate the
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developer mode*.
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Badges are granted when a challenge is finished. This is either at the end of a running period,
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at the end date of a challenge, or when the challenge is manually closed.
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.. image:: gamification/gamification_tools_menu.png
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:align: center
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:alt: View if the gamification tools menu in Odoo Settings
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A challenge is a mission that you send to your sales team. It can include one or several goals, set
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for a specific period of time. Configure your challenge as follows:
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#. Assign the salespeople to be challenged;
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#. Assign a responsible;
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#. Set up the periodicity along with the start and the end date;
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#. Select your goals;
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#. Set up your rewards (badges).
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.. note::
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Badges are granted when a challenge is finished. This is either at the end of a running period
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(eg: end of the month for a monthly challenge), at the end date of a challenge (if no periodicity
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is set), or when the challenge is manually closed.
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In the example below, 2 employees are being challenged with a *Monthly Sales Target*. The challenge
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is based on 2 goals: the total amount invoiced and number of new leads generated. At the end of the
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month, the winner will be granted with a badge.
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.. image:: gamification/challenges.png
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:align: center
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:alt: View of the challenge form and a challenge being created for Odoo Sales
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Set up goals
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------------
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| The users can be evaluated using goals and numerical objectives to reach.
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| **Goals** are assigned through *challenges* that evaluate (see image above) and compare members of
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a team throughout time.
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| You can create a new goal on the fly from a *Challenge* by clicking on *Add new item*, under
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*Goals*. Select the business object according to your company's needs. Examples: number of new
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leads, time to qualify a lead, total amount invoiced in a specific week, month or any other time
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frame based on your management preferences, etc.
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.. image:: gamification/goal_definitions.png
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:align: center
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:alt: View of the goal definition form and a goal definition being created for Odoo Sales
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.. note::
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Goals may include your database setup as well (e.g. set your company data and a timezone,
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create new users, etc.).
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Set up rewards
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--------------
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For non-numerical achievements, **Badges** can be granted to users. From a simple thank you to an
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exceptional achievement, a badge is an easy way to express gratitude to a user for their good work.
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To create and grant badges to your employees based on their performance, go to
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:menuselection:`Settings --> Gamification Tools --> Badges`.
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.. image:: gamification/badges.png
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:align: center
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:alt: View of the badges page in Odoo
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After setup is complete, click the :guilabel:`Start Challenge` button at the top-left of the page to
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begin the challenge.
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