On this page: How to use it
For workspaces · How-to
Leaderboard
Choose whether agents see a leaderboard and can share cards of their sales.
In your console:
/console/settings/leaderboardHow to use it
- Switch the leaderboard on to show agents today, this week and this month, ranked by policies sold.
- Switch premium on only if agents may see annual premium on the board and on cards.
- Switch share cards on to let agents make a card from a sold call or from their rank.
- For each agency, pick main board and its own board, its own board only, or hidden.
- The owner's assistant can flip these switches (
set_leaderboard_switch) and set an agency's leaderboard view (set_agency_leaderboard_mode). It shows you the change first and saves only when you confirm.
Common problems
An agent cannot see the leaderboard. The leaderboard is off, or their agency is set to hidden.