161 lines
6.0 KiB
Markdown
161 lines
6.0 KiB
Markdown
# CRM Gamification
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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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To install the *CRM Gamification* module, navigate to the {menuselection}`Apps` application. Click
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into the {guilabel}`Search...` bar at the top of the page and remove the {guilabel}`Apps` filter.
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Type `CRM Gamification` to search.
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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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```
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:::{note}
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If **both** the *CRM* and *Sales* apps are installed, the *CRM Gamification* module is
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automatically installed on the database.
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:::
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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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```
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(crm-create-rewards)=
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## Create badges
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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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```
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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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:::
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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
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before they 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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```
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(crm-create-challenge)=
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## Create a challenge
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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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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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```
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:::
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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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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 Deal`
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- {guilabel}`New Opportunities`
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- {guilabel}`New Sales Orders`
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:::
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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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```
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### Add rewards
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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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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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:::
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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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