Create Your Competition
Select the Sumo App
Select the Competitions tab and select New Competition
In the Competition Wizard enter the Competition Name, and Description, then select Save
Add the following Behaviours by dragging and dropping the Increase Win Rate % template on top of the Behaviours card. Click on the "cog" icon and then Remove all of the Behaviours except the following:
Add Next Steps Early
Primary Lead Source
Probability Increase
Then select Save
Add yourself to the Members by selecting the "cog" icon in the Members card and then click the + icon. Search for yourself then click the + icon next to your name and then select Next at the bottom of the pop-up box. Select Apply on the Participants pop-up box. Then finally select Save
Add the Mountains Level template by clicking on the Levels tab and dragging and dropping the Mountains template on top of the Levels card. Then select Save
New Competitions are automatically set as Available and can be found in the Available section to the left of the Scheduler
Test Your Competition
Within the Competition Assistant, click on the Available tab to show your Competition
Click on the dropdown arrow on your Competition. Select Clone
A popup will appear allowing you to change the Competition Name. Put "TEST -" in front of the populated Competition Name
Edit your Test Competition and remove any members you do not wish to involve in your testing. This will allow you to test all SuMo UI components without others seeing your Test Competition.
Drag and drop your Competition anywhere onto the Scheduler. It will automatically schedule to start in 7 days time and run for 14 days
Drag your Competition so it starts today - it should now turn blue to show it is running
Select your Sales App
Select the Opportunity tab and add a new Opportunity. You should see the Sumo component on the Opportunity Page Layout with the 3 Behaviours listed
Add a Primary Lead Source. Goto your Performance Centre tab and you should see your 2 points and that you are on the Ben Nevis level
Add at least 50 characters into your Next Steps on the Opportunity and you should have 4 points in total
Move the Opportunity to a higher Stage or increase the Probability and you should have 6 points in total
Schedule Your Competition to Launch
Select the Sumo App
Select the Competitions tab and select Available vertical tab
Drag and drop your Competition anywhere onto the Scheduler. It will automatically schedule to start in 7 days time and run for 14 days
Drag your Competition so it starts today - it should now turn blue to show it is running