Gamification & Badges

Gamification adds a motivational layer to Intellicon CRM by rewarding users with badges and achievements for hitting milestones, and ranking performance on leaderboards.

Navigate to Admin > Gamification.

Gamification Overview

The gamification system consists of four components:

Component	Purpose
Badges	Visual awards earned by meeting specific criteria
Achievements	Milestone tracking with progress indicators
Leaderboards	Competitive rankings across users and teams
Incentives	Programs that link performance to rewards

Creating Badges

Badges are visual awards displayed on user profiles and in the leaderboard.

1. Click Create Badge.
2. Configure:
   • Name (required) — e.g., "Closer", "Pipeline Builder", "Speed Demon"
   • Description — what the badge represents
   • Icon — select or upload a badge icon
   • Criteria — the condition that triggers the badge award
   • Category — group badges by type (Sales, Activity, Milestone)
3. Click Save.

Badge Criteria Examples

Badge	Criteria	Description
First Deal	Close 1 deal	Awarded on first closed-won opportunity
Pipeline Pro	Create $100K in pipeline in a month	Building significant pipeline
Speed Demon	Close a deal in under 14 days	Fast sales cycle
Century Club	Close 100 deals (lifetime)	Long-term achievement
Overachiever	Hit 150% of quota	Exceeding targets significantly
Perfect Week	Complete all tasks 5 days in a row	Consistent task completion
Rainmaker	Close $1M in revenue (quarter)	Top revenue performance

tip

Create a mix of easy badges (First Deal, First Call) to encourage new users and aspirational badges (Rainmaker, Century Club) to motivate top performers. Everyone should be able to earn at least a few badges.

Achievement Tracking

Achievements are progressive milestones that show progress toward a goal.

How Achievements Work

Unlike badges (which are binary — earned or not), achievements have levels:

Deal Closer:
  Bronze: Close 5 deals → ████████░░ 80% (4/5)
  Silver: Close 25 deals
  Gold:   Close 100 deals
  Platinum: Close 500 deals

The system automatically tracks progress and awards each level when reached.

Creating an Achievement

1. Click Create Achievement.
2. Define the metric being tracked.
3. Add levels with thresholds.
4. Each level can have its own badge icon.
5. Save.

Leaderboard Configuration

Leaderboards rank users based on performance metrics.

Configuring Leaderboards

1. Select the Leaderboard tab.
2. Click Configure Leaderboard.
3. Set:
   • Metric — what to rank by (revenue closed, deals won, tasks completed, pipeline created)
   • Period — weekly, monthly, quarterly, annual
   • Scope — company-wide, by department, or by team
   • Visibility — who can see the leaderboard (all users, managers only)
   • Display count — how many positions to show (top 5, 10, 20)
4. Save.

info

Leaderboards update in real time. As deals close and activities are logged, rankings shift automatically. Leaderboards are displayed on the Dashboard and in the Gamification section.

Multiple Leaderboards

You can create multiple leaderboards with different metrics and scopes:

• Revenue Leaderboard — monthly, company-wide
• Activity Leaderboard — weekly, by team (calls + meetings)
• Pipeline Leaderboard — quarterly, by department

Incentive Programs

Incentive programs link gamification achievements to tangible rewards.

Creating an Incentive

1. Select the Incentives tab.
2. Click Create Incentive.
3. Configure:
   • Name — e.g., "Q1 Sales Contest", "Activity Blitz Week"
   • Duration — start and end dates
   • Qualifying Criteria — what users must achieve
   • Reward Description — what the winner receives
   • Tracking Metric — which metric determines the winner
4. Save.

tip

Short-duration incentives (1-2 weeks) create urgency. Long-duration incentives (quarterly) sustain motivation. Use both.

Best Practices

1. Start small — launch with 5-10 badges and one leaderboard. Add more as the team engages.
2. Celebrate publicly — display badge awards in team channels or meetings.
3. Balance individual and team — include both individual achievements and team-based competitions.
4. Avoid "gaming" — design criteria that reward genuine value (revenue, client outcomes) not just volume (100 calls with no quality).
5. Refresh regularly — introduce new badges quarterly to keep the system fresh.
6. Get team input — ask your team what achievements they would find motivating.

warning

Gamification works best when combined with a healthy team culture. If it creates toxic competition rather than motivation, adjust the leaderboard visibility or focus on team-based metrics instead of individual rankings.

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Next: Notification Settings — Configure notification channels and delivery.