Manager tools
- How to award points manually — Reward effort that your CRM does not capture, with a reason, a note and a confirmation.
- How to cancel a manual award — Remove points given by mistake from the award history, while keeping a visible trace in the action log.
- How to launch a team challenge — Rally the team around one CRM habit with a target, a duration and an announced reward.
- How to read the team dashboard — See your team's week at a glance: CRM activity, active reps, deals won, challenges and who has gone quiet.