> For the complete documentation index, see [llms.txt](https://docs.rishvi.co.uk/linnworks/llms.txt).
> Use it to discover all available pages before exploring further.

# CRM Gamification

Motivate sales teams and improve performance using gamification tools in Odoo CRM with goals, challenges, and rewards.

Odoo’s *CRM Gamification* feature helps businesses motivate and evaluate their sales teams through structured **goals**, **challenges**, and **rewards**.

With gamification, you can encourage productivity, track performance, and reward achievements automatically making your CRM more engaging and results driven.

## What is CRM Gamification?

Gamification introduces competitive and reward-based elements into your CRM workflow.

You can:

- Set measurable goals

- Create challenges for teams or individuals

- Reward achievements with badges

- Track performance automatically

This helps boost team motivation and improve overall sales performance.

## Configuration

### Install the CRM Gamification Module

1. Go to the **Apps** application

2. Remove the default *Apps* filter from the search bar

3. Search for `CRM Gamification`

4. Click **Install**

<Image src="https://www.odoo.com/documentation/19.0/_images/gamification-module-install.png" width="768" height="281" alt="Installing CRM Gamification module in Odoo" priority={true} fetchPriority="high" />

**Note**

If both **CRM** and **Sales** apps are installed, the gamification module may already be enabled by default.

### Enable Gamification Tools

To access gamification settings:

1. Enable **Developer Mode (Debug Mode)**

2. Navigate to:\
   **Settings → Gamification Tools**

<Image src="https://www.odoo.com/documentation/19.0/_images/gamification-tools-menu.png" width="768" height="242" alt="Gamification tools menu in Odoo settings" priority={true} fetchPriority="high" />

## Create Badges

Badges are rewards given to users after completing goals or challenges.

### Access Badges

Go to:\
**Settings → Gamification Tools → Badges**

<Image src="https://www.odoo.com/documentation/19.0/_images/badges2.png" width="768" height="313" alt="Badges list in Odoo" />

### Create a New Badge

1. Click **New**

2. Enter:

   - Badge name

   - Description

### Badge Permissions (Allowance to Grant)

You can control who is allowed to grant badges:

- **Everyone** – Any user can grant the badge

- **Selected Users** – Only specific users can grant it

- **Users with Specific Badges** – Only users who already earned certain badges can grant

- **Only via Challenges** – Badge is awarded automatically (no manual granting)

### Limit Badge Distribution

To control usage:

- Enable **Monthly Limited Spending**

- Set a maximum number of times a badge can be granted per user

### Manually Grant a Badge

1. Open a badge

2. Click **Grant**

3. Select the user

4. Add a message (optional)

5. Click **Grant Badge**

## Create a Challenge

Challenges are structured competitions based on goals.

### Create a New Challenge

1. Go to:\
   **Settings → Gamification Tools → Challenges**

2. Click **New**

3. Enter a **Challenge Name**

### Assign Challenge to Users

Define rules to assign participants:

1. Select a field (e.g., Groups, Salesperson)

2. Choose a condition (e.g., is in)

3. Set the value

**Example:**\
To include all sales users:

- Field: Groups

- Operator: is in

- Value: `Sales/User: Own Documents Only`

<Image src="https://www.odoo.com/documentation/19.0/_images/assignation-rule.png" width="768" height="201" alt="Challenge assignment rules in Odoo" />

### Set Challenge Period

Choose how often the challenge runs using the **Periodicity** field (daily, weekly, monthly, etc.).

## Add Goals to a Challenge

Goals define what users need to achieve.

1. Go to the **Goals** tab

2. Click **Add a line**

3. Select a **Goal Definition**

4. Set a **Target value**

### Predefined CRM Goals

Odoo provides ready-to-use goals such as:

- New Leads

- Time to Qualify Leads

- Days to Close Deals

- New Opportunities

- New Sales Orders

<Image src="https://www.odoo.com/documentation/19.0/_images/challenge-goals.png" width="768" height="278" alt="Challenge goals configuration" />

You can add multiple goals within a single challenge.

## Add Rewards

Rewards are given when a challenge is completed.

1. Go to the **Reward** tab

2. Select badges for:

   - **1st User (Top Performer)**

   - **All Other Successful Users**

### When Are Rewards Given?

Badges are awarded when:

- The challenge period ends

- The challenge reaches its end date

- The challenge is manually closed

## Start the Challenge

Once everything is configured:

- Click **Start Challenge**

The system will begin tracking progress and automatically assign rewards.

## Conclusion

CRM Gamification in Odoo helps you:

- Increase team motivation

- Improve sales performance

- Track measurable outcomes

- Create a competitive and engaging environment

By combining goals, challenges, and rewards, you can turn your CRM into a powerful performance management system.