Step 1: Open Coins Setup
Go to the Rewards module in the left‑hand sidebar navigation.
Click the Coins Setup tab at the top.
Here you’ll see a list of all Achievements and Activities, each with a coins field (often set to 0 by default).
Step 2: Assign coins to achievements
Make sure All or Achievements is selected.
In the Coins field for each achievement, type how many coins users should earn when they complete it.
Example:
King of the hill → 200 coins
WOW! → 75 coins
Step 3: Assign coins to activities
Click the Activities button to only show activities.
For each activity, decide how coins are calculated:
Fixed coins per activity: enter a number in the Coins field.
Percentage‑based coins: choose whether coins should be based on Quantity, Value, or Provision, and enter a percentage (e.g., 10%).
This lets you, for example, award coins equal to 10% of the logged value, or per unit/quantity.
Step 4: Make sure the activity has the right fields
For percentage‑based coins to work, the activity must actually use those fields.
Go to Manage → Activity Types in the left‑hand sidebar navigation.
Select the relevant activity (for example, Life Insurance).
In the Logger settings tab, ensure that fields like Value, Quantity, and/or Provision are visible (and required, if needed).
If these fields are not enabled in the activity type, they will not be available as options in Coins Setup.
Step 5: Save your changes
Back in Rewards → Coins Setup, click Save changes at the bottom right to apply your new coin rules.
Tips
Use Achievements for bigger milestones with higher coin rewards.
Use Activities (with fixed or %‑based coins) to reward everyday behaviors like calls, meetings, or insurance policies sold.
Always double‑check that you’ve clicked Save changes before leaving the page.