How to use the CRM
Leaderboard — how points are earned
2 min read 10 viewsby Alphorix Team
Everyone loves knowing where they stand. The Leaderboard (/leaderboard) ranks every sales agent in your workspace across three timeframes: today, this week, this month.
Point values
| Action | Points |
|---|---|
| Call attempt (any outcome) | +1 |
| Call answered (>30 sec) | +3 |
| Lead qualified | +5 |
| Proposal sent | +8 |
| Deposit / Conversion | +25 |
| First-response within SLA | +2 bonus |
| Task closed on-time | +1 |
Deposit-value bonus
On top of the +25 for the conversion, agents earn 1 point per $100 of deposit_amount. So a $5,000 deposit = 25 + 50 = 75 points.
Tie-breakers
If two agents have the same points, ranking falls back to:
- Higher conversion count
- Higher deposit value
- Earliest first-response time (rewards quick action)
What managers see
Admin + manager roles see the whole floor. Sales agents see their own rank + top 5.
Resets
- Daily ranking resets at midnight in your workspace timezone.
- Weekly resets Monday 00:00.
- Monthly resets on the 1st.
Nothing is deleted — historical scores are always visible in the Reports tab.
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