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First steps for managers after the launch

A recommended path for your first week: check the CRM, invite the team, launch a challenge and follow the activity.

You have launched Stoloros. Here is a simple path for your first week, so that every rep earns points from day one.

Who it's for

Managers · Free plan

Before you start

  • You finished the setup wizard and clicked Launch Stoloros.
  • Everything below happens in the Manager area, from the top menu.

Steps

  1. Connect your CRM if you skipped it. In the Connect your CRM card, paste your Brevo API key and click Connect Brevo. Demo data disappears as soon as a CRM is connected. Only actions logged from now on earn points.
  2. Check the User matching section of the CRM card. Each CRM user must match a member with the same email. For a rep who uses another address in the CRM, open Team members and use "CRM user: … Change".
  3. Invite the reps who are missing. In Team members, fill in Name, Work email and Role, then click Send invitation. Use Resend invitation for anyone still marked Invitation pending.

Step 3: the Team members card
Step 3: the Team members card

  1. Decide whether you play too. On your own row in Team members, click Join the leaderboard if you want to appear in the standings.
  2. Launch a challenge around one CRM habit. In Challenges, click Launch a challenge, then fill in Challenge name, Metric, Target per sales rep, Duration and Announced reward, and click Launch the challenge.
  3. Look at the team dashboard once or twice a week. This week's indicators (marked 1) show CRM activities logged, active sales reps, deals won and active challenges. Team activity this week (2) shows the last activity of each rep; it turns red after 3 days without activity.

Step 6: the team dashboard
Step 6: the team dashboard

  1. Reward what the CRM does not see. Use Award points for a great demo or a helpful hand to a colleague: up to 500 points per award by default.
  2. Check the Current competition card. It shows the closing date. The competition closes on its own, or you can click Close competition for a team meeting.

Result

Your reps see their points move on the Leaderboard, follow the challenge below it, and get a ceremony when the competition closes.

Good to know

  • Stoloros reads the CRM when someone opens the leaderboard (at most every 2 minutes), once a day, and when you click Sync now in the CRM card.
  • With Brevo, calls made and meetings booked are not available: these criteria earn no points.
  • Changes to the scoring rules apply to actions logged from then on. Past points never change.

FAQ

A rep tells me their points are missing. Where do I look first?

Check the User matching section, then the rep's Individual performance: click their name on the leaderboard. See Missing points.

Should I join the leaderboard as a manager?

It is your choice. Staying off keeps the spotlight on the reps; joining lets you play with them. You can join or leave at any time, and past actions are kept.