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.
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 in Zoho Motivator who will be participating in KPIs, contests, and targets.
Create, edit, and delete teams in Zoho Motivator.
Personalize Motivator by customizing the logo on the Motivator UI and Motivator TV.
Match the work week and fiscal year in Motivator to those used in your company and ensure that Zoho Motivator tracks and reports weekly and yearly KPIs and targets as expected.
Define how you would like the data from CRM to show on the pipeline velocity and pipeline stage dashboards.