Settings
We recommend that you configure your organization within Motivator before you start using it. The Settings page gives you quick access to the tools you need to manage Zoho Motivator. From here, you can activate or deactivate users, manage your teams, tweak your Zoho CRM connectivity and synchronization options, and much more.
Synchronize with your Zoho CRM Account
Zoho CRM and Zoho Motivator are automatically synchronized on a regular basis. However, you can manually sync with CRM when needed using the CRM Sync option.
Manage Users
Manage users in Zoho Motivator who will be participating in KPIs, contests, and targets.
Activate or Deactivate Users in Zoho Motivator | Add a CRM User | Change CRM User’s Profile Permissions
Manage Teams
Create, edit, and delete teams in Zoho Motivator.
Customize Logo
Personalize Motivator by customizing the logo on the Motivator UI and Motivator TV.
Upload Image from Your Computer | Use Image from Website | Remove Logo Image
Set Week, Fiscal Year, and Time Zone
Match the work week, fiscal year, and time zone in Motivator to those used in your company. Ensure that Zoho Motivator tracks and reports weekly and yearly KPIs and targets as expected.
Configure Pipeline
Define how you would like the data from CRM to show on the pipeline velocity and pipeline stage dashboards.
Set Definition of Potential Stages | Set Definition of Non-won Deals
Privacy
Configure and view settings related to privacy.
View Activities Logs | Request Stored Data | Delete Organization Data