Badges
Badges form a part of the Zurmo Gamification engine, they award users for achieving goals in the system. Some badges are awarded for achieving landmarks such as converting 10 sales leads to customer accounts or winning over $100k in closed won sales opportunities. Others are awarded for exploring the system or doing something new for the first time.
When you earn a new badge you will receive a modal notification congratulating you with a description of how you earned it. Your new badge, along with others you have already earned are displayed proudly on your My Profile page.
Progressive Badges
Some actions reward users a badge for performing them for the first time, ie, logging into the system, eventually you will receive another badge for having logged in 25 times. However instead of cluttering the User Profile page with meaningless badges in this case your existing “login badge” will upgrade becoming progressively more prestigious. The number in the green circle next to each of your badges shows how many times the badge has been upgraded. In this example the user has upgraded their logins badge 6 times!
Badges are awarded independently XP Point allocations and Levels, however, it is wrong to say that they are not entirely connected.
Badge Bonus Points
Each time you achieve a new badge in the system you will also receive bonus XP points that count towards your Overall XP score and push you further up the leaderboard. So if you need to climb the rankings or just get enough extra points to leapfrog your colleague, why not explore some of the areas and tools you are not familiar with in Zurmo and earn some badges and bonus points while you learn!
Badge Level ups
Each badge will level up differently depending on the expected frequency of performing that action. Below you will see a full breakdown of all achievable badges in Zurmo and what is required to level up a badge from one level to the next.
The calls badge is awarded for creating Call records in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| Calls created | 1 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 | 300 |
The Account badge is awarded for creating a new Account record in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| Accounts created | 1 | 5 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 |
The Contact badge is awarded for creating a new Contact record in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| Contacts created | 1 | 5 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 |
The Opportunities badge is awarded for creating new Opportunity records in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| Opportunities created | 1 | 5 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 |
The Conversations badge is awarded for creating new Conversation threads in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| Conversations created | 1 | 5 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 |
The Comment badge is awarded for creating comments against social posts or conversations in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| Comments created | 1 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 | 300 |
The New Lead badge is awarded for creating a new Lead record in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| Leads created | 1 | 5 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 |
The Meeting badge is awarded for creating Meeting records in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| Meetings created | 1 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 | 300 |
The Notes badge is awarded for creating Note records in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| Notes created | 1 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 | 300 |
The Social badge is awarded when users leave profile posts in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| Profile Posts | 1 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 | 300 |
The Tasks badge is awarded for creating Tasks in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| Tasks created | 1 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 | 300 |
The Login badge is awarded for logins to Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| Logins to Zurmo | 1 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 | 300 |
The Accounts Mass Update badge is awarded for performing mass updates to Account records
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| # of Account Mass updates | 1 | 5 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 |
The Opportunities Mass Update badge is awarded for performing mass updates to Opportunities records
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| # of Opportunity Mass updates | 1 | 5 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 |
The Missions badge is awarded for creating Missing records in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| # of Opportunity Mass updates | 1 | 3 | 5 | 10 | 20 | 30 | 40 | 50 | 60 | 70 | 80 | 90 | 100 |
The Account Search badge is awarded for performing searches on account records in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| # of Account Searches | 1 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 | 300 |
The Contact Search badge is awarded for performing searches on contact records in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| # of Contact Searches | 1 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 | 300 |
The Opportunity Search badge is awarded for performing searches on opportunity records in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| # of Opportunity Searches | 1 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 | 300 |
The Closed Business badge is awarded when a user marks an Opportunity as “Closed won” in Zurmo
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| # of Closed won Opportunities | 1 | 3 | 5 | 10 | 20 | 30 | 40 | 50 | 60 | 70 | 80 | 90 | 100 |
The Early Bird badge is awarded for logging into Zurmo between 4am and 8am in the morning
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| # of early morning logins | 1 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 | 300 |
The Night Owl badge is awarded for logging into Zurmo between 10pm and 4am at night
| Level | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| # of late night logins | 1 | 10 | 25 | 50 | 75 | 100 | 125 | 150 | 175 | 200 | 225 | 250 | 300 |