How to Assign Employees to the Leaderboard

Used in these workflows

• Set Targets, Commission, and Leaderboard

• Purpose: To include employees in the Leaderboard, It must encourage the people to do some sales.

• How to configure:

  1. Navigate to Employees -> Employee Targets from the main sidebar.

  2. Set the following Targets for the employees.

     

     Figure: Leaderboard Employee Assignment

  3. Select the names of all employees and set the targets.

  4. Go to Admin Settings -> Leads -> Leaderboard Setup.

     

     Figure: Leaderboard Employee Assignment

  5. Choose the desired Leaderboard Type (Sales or DW/Retention).

     

     Figure: Leaderboard Employee Assignment

  6. Open the selected leaderboard, go to the Participants section, and assign the employees to it.

     

     Figure: Leaderboard Employee Assignment

  7. Finally, you can view the leaderboard on Leads -> LB (Ranking).

     

     Figure: Leaderboard Employee Assignment

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