Add New Badges

To add new badges

1. In your Zoho CRM account go to  Setup .
   
2. Under  General  settings, click  Gamescope .
   
3. Click  Badges  >  Add New.
   
4. Specify the required details in the
   
    
   New Badge configuration  window.
   
   • Name -  Enter id for the badge.
     
   • Description -  Enter a suitable description for the Badge.
     
   • Module -  Select the module for which the action has to be performed to win the badge.
     
   • Action -  Select the action that has to be performed in the module.
     
     Create, Edit  and  Create or Edit  are actions that are common to all modules. Apart from these, each module has some special actions associated with it. For example,  Leads  module has an action called  Convert,
     
     Potential  module has an action called  Closed Won/Lost  and  Sum of Potential.
     
   • Target -  This specifies the number of times an action has to be performed and the time limit before which the action should be completed.
     
     The time limit can either be in Hour(s), Day(s) or Month(s).
     
   • Additional Criteria -  You can also add other additional criteria for the target.
     
   • Badge icon -  Select an icon to represent the badge from the list of available icons and name it as per your choice.
     
   For example, if the badge is to be awarded to user who closes 5 potentials within 5 hours, Choose
   
    
   Potentials  as the module and
   
    
   Closed Won  as the action. The target is given as
   
    
   Closed Won 5 Potentials within 5 hours.
   
5. Click  Add .
   

Edit Badges

To edit an existing badge

1. In your Zoho CRM account go to  Setup .
   
2. Under  General  settings, click  Gamescope .
   
3. Click  Badges  >  Edit.
   
4. Modify the details as required in the  Update Badge  window and click  Update.
   

Note

• Default badges cannot be edited.
  
• Modifications include changing badge name, adding new criteria, changing the target, etc.
  
• The  Sum of Amount  is an action that is specific to  Potentials module.  This action indicates the total amount earned by closing n number of potentials in a given time period.
  
• The action  Closed won  will work not only for the  Closed Won  potential stage, but also for any other stage with the  forecast type  as  Closed Won . To know about forecast types, click  here .
  

Disable Badges

Once a badge is created it automatically gets enabled for the ongoing as well as future games.  However the user can disable the badges if required.

To disable the badges

• In your Zoho CRM account go to  Setup .
  
• Under  General  settings, click  Gamescope .
  
• In the Gamescope page, click  Badges .
  
• From the list of Badges displayed, turn off the Badge that has to be disabled.
  

Enable Notifications

Since users may not be present in the gamescope page all the time, they are likely to miss certain important updates about ongoing games. For example, a user may not know that another player has overtaken him/her in a particular game. To avoid this, the user can turn on notifications for a particular game which he/she considers important. Once notifications are turned on, the user will get a notification every time his/her rank gets affected.

To enable notifications for a particular game

1. Click the  Gamescope  icon.
   
2. In the  Games  page, click the  Ongoing games  tab.
   
3. Click the  Notification  icon that is displayed near the game for which notification has to be enabled.
   
4. This will create a seperate tab with the selected game's name as the tab's name.
   
   Clicking this tab will provide complete details about this ongoing game.
   
   
   
5. These notifications can be viewed later (if the user was not available at that particular time) by clicking  notification  icon in the gamescope page.