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.

Call Badge
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

Account Badge
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

Contact Badge
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

Opportunity Badge
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

Conversation Badge
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

Comment Badge
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

Lead Badge
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

Meeting Badge
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

Note Badge
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

Social Badge
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

Tasks Badge
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

Login Badge
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

Account Mass Update Badge
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

Opportunity Mass Update Badge
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

Mission Badge
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

Account Search badge
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

Contact Search Badge
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

Opportunity Search Badge
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

Closed Business Badge
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

Early Bird Badge
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

Night Owl badge
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

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