## Overview

The ConversaLabs **Sales & Gamification** module turns your support operation into a measurable,
motivated sales machine. In one place it brings together **sales management** (per-rep customer
portfolio, goals and distribution), **gamification** (leaderboard, points, levels, leagues, badges
and trophies), the **rewards economy** (coins and a prize catalog), **commissions** and a real-time
**wallboard** to display the live ranking.

The key differentiator: the numbers **come from real product events**. When a deal is won in the CRM,
a payment is confirmed, a catalog sale happens, an appointment is booked or a follow-up converts, the
module records points automatically — no manual spreadsheet entry. The platform also includes
**Engagement & Lead Score**, which measures each contact's engagement and computes a configurable
lead score.

## Prerequisites

- An active ConversaLabs account with the **Sales & Gamification** module enabled (optional feature,
  turned on by an administrator/operator).
- For the engagement and lead-scoring features, the **Engagement & Lead Score** module must also be
  enabled.
- An access role with the **sales management** permission to configure goals, rewards and commissions.
  Reps usually get a role with access to their own portfolio and ranking.
- Real events flowing through the platform (CRM deals, payments, bookings, etc.) so the scoreboard has
  something to score.

## Step by step

1. Ask an administrator to enable the module for your account.
2. Define the sales **access roles** (for example, rep and sales manager) and assign them to the team.
3. Organize the **customer portfolio**: each rep now owns their contacts, conversations and deals.
4. Create your first **goals** (and, if you like, goal-over-goal tiers) per period.
5. Turn on **gamification**: confirm the point sources, badges and the leaderboard.
6. Build the **rewards economy** (coins and catalog) and/or the **commission plans**.
7. Open the **wallboard** on an office TV or share the display link.
8. Track the **Reports** to measure attainment, payout and progress.

## Settings & options

- **Sales management**: portfolio, per-rep isolation, transfer, distribution and goals.
- **Gamification**: leaderboard, points, levels, leagues, contests, badges and recognition.
- **Rewards**: coins, prize catalog and redemption queue.
- **Commissions**: plans with tiers, accelerators, SPIFs, clawback and statements.
- **Wallboard**: scenes, animations, a read-only display token and visual branding.
- **Engagement & Lead Score**: event catalog, point groups, weights and the timeline.

## Use cases

- Give each rep a **private portfolio** and measure individual results precisely.
- Create **healthy competition** with a live ranking on the wallboard and team rewards.
- Reward behaviors (not just sales) with **coins** redeemable for prizes.
- Pay **commissions** transparently, with auditable statements.
- Prioritize the hottest leads by their **engagement score**.

## Tips, limits & best practices

- Start with goals and one or two point sources; add complexity gradually.
- Keep the rules visible to the team — gamification works when it's transparent.
- Use the wallboard as a daily ritual (morning/afternoon) to keep engagement high.
- Remember points derive from real events: make sure the CRM, Payments and Calendar are being used
  correctly.

## Troubleshooting

- **I don't see the module**: it may not be enabled for your account or your access role — talk to an
  administrator.
- **The scoreboard is empty**: confirm there are active goals in the period and that events (deals,
  payments) are happening in the platform.
- **A rep can't see another rep's portfolio**: that's expected — per-rep isolation is intentional.

## See also

- [Sales management: portfolio, per-rep isolation and goals](/hc/ajuda/articles/sales-gamification-gestao-de-vendas-carteira-metas-en)
- [Goal-over-goal and collective team rewards](/hc/ajuda/articles/sales-gamification-meta-sobre-meta-recompensas-coletivas-en)
- [Gamification, leaderboard, rewards and commissions](/hc/ajuda/articles/sales-gamification-gamificacao-leaderboard-recompensas-comissoes-en)
- [Real-time wallboard (TELÃO)](/hc/ajuda/articles/sales-gamification-telao-wallboard-en)
- [Engagement & Lead Score](/hc/ajuda/articles/sales-gamification-engagement-lead-score-en)