Quests

Quests are team-scoped gamification challenges that drive performance through competitive sprints and measurable goals. Admins create challenges, team members compete to complete them and earn Quest Points (QP).

Overview

The Quests system transforms routine CRM activities into engaging competitive experiences. By setting clear targets with time-bound sprints, teams stay motivated and accountable.

Key Concepts

Quest Points (QP) - Earned by completing quests. QP accumulates on your profile and fuels the global leaderboard.

Sprints - Time-boxed periods during which a quest is active. Presets range from Weekend Blitz to Quarterly campaigns.

Difficulty Tiers - Easy, Medium, Hard, and Legendary, each with escalating QP rewards.

Leaderboards - Real-time rankings visible in both the Quests page and the Sales Command dashboard.

Plan Availability

Quests require an active paid plan:

Free: No access (0 quests)

Individual Basic: Up to 5 active quests

Individual Pro: Up to 25 active quests

Enterprise / Exempt: Unlimited quests

Quest Types

Admins can choose from a catalog of pre-defined quest types:

Sales & Pipeline

Close Leads - Track lead closures

Convert Accounts - Monitor account conversions

Close Deals - Count won opportunities

Create Opportunities - Track new pipeline entries

Revenue Target - Hit revenue milestones

Outreach

Send Emails - Track outbound email volume

Book Meetings - Count scheduled meetings

Make Calls - Track dialer activity

Productivity

Complete Tasks - Track task completions

Add Contacts - Monitor contact creation

Upload Documents - Count document uploads

Learning

Reach Mastery Level - Hit University milestones

Login Streak - Maintain daily login consistency

Custom

Custom (Manual) - Admin-tracked goals with manual progress updates

Sprint Duration Presets

When creating a quest, admins select a sprint duration:

Weekend Blitz - Friday 5pm to Sunday 11:59pm

Weekly Sprint - 7-day sprint (Monday to Sunday)

Bi-Weekly - 14-day challenge

Monthly Mission - Full calendar month

Quarterly Quest - 3-month campaign

Strong Start - 1st to 4th of the month

Strong Finish - 28th to last day of the month

Custom Duration - Pick exact start and end dates

No Deadline - Runs until manually closed

All presets support auto-repeat, automatically creating a new sprint when the current one ends.

Quest Points & Rewards

Base QP by Difficulty

| Difficulty | Base QP | XP Conversion |

|-----------|---------|---------------|

| Easy | 50 QP | 5 XP |

| Medium | 100 QP | 10 XP |

| Hard | 200 QP | 20 XP |

| Legendary | 500 QP | 50 XP + 50 bonus XP |

Bonus Multipliers

Complete quests strategically to earn bonus QP:

Early Bird (+50%) - Complete in the first 25% of the sprint duration

Speed Demon (+25%) - Complete in the first 50% of the sprint duration

Overachiever (+30%) - Exceed the target count by 50% or more

Perfect Streak (+20%) - Maintain a streak of 3+ consecutive completed quests

Badges

Unlock permanent badges on your profile:

Sharpshooter - Complete 5 quests

Quest Champion - Accumulate 1,000 QP

Streak Master - Achieve a 5-quest completion streak

Legendary Hunter - Complete a Legendary-difficulty quest

University XP Integration

Quest Points convert to University XP at a rate of 100 QP = 10 XP. Legendary quests grant an additional flat 50 XP bonus on completion. This means quest activity directly contributes to your Mastery Path progression.

Leaderboards

Global Leaderboard (Sales Command)

The primary Quest Points leaderboard is integrated into the Sales Command Team View. It ranks all team members by total QP and displays:

Current rank position

Total Quest Points

Active streak count

Quests completed

Earned badges

Per-Quest Leaderboard (Quests Page)

Each active quest shows a mini-leaderboard with participant progress and completion status visible on the quest card.

Creating Quests (Admin Only)

Admins create quests through a guided 5-step wizard:

Identity - Set the quest title and optional description

Quest Type - Choose from the catalog of trackable activities

Target & Difficulty - Set the completion threshold and difficulty tier

Duration - Select a sprint preset or set custom dates

Review - Confirm all details and launch (or save as draft)

Quests can be launched immediately as Active or saved as Drafts for later activation.

Progress Tracking

Quest progress is tracked automatically via hooks in existing CRM actions. When a team member performs a tracked action (e.g., closing a deal, sending an email), the system:

Checks for active quests matching that action type

Increments the user's progress count

Triggers reward calculation if the quest is completed

This is a non-blocking, fire-and-forget mechanism that does not impact CRM action performance.

Permissions

| Action | Required Role |

|--------|--------------|

| View Quests | Member, Viewer, Admin, Super Admin |

| Participate in Quests | Member, Admin, Super Admin |

| Create Quests | Admin, Super Admin |

| Manage / Archive Quests | Admin, Super Admin |

| View Leaderboard | All roles |