Points and scoring

How to customize the scoring rules — Set your own points and daily cap for each CRM action, then save: the new values apply to actions logged from now on.
Daily caps — A daily cap limits how many actions of one type earn points per rep and per day, so the leaderboard rewards real work.
How points work — Each CRM action earns the points set in your team's scoring rules, within a daily cap per action type.
Levels and badges — Levels and badges are coming soon. Managers can already turn them on: they will start for everyone as soon as they are available.
How to read My performance — See your total, your rank, the points earned by each action and the full list of actions behind them.
How to choose a scoring preset — Start from Balanced, Activity-focused or Revenue-focused, and check what a typical week earns before you save.
Why your total always equals your action log — Your total, the sum of the Points breakdown and the sum of the Action log are always the same number, including capped actions and cancelled awards.