Visit Motivator's settings and click CRM Sync > Re-sync Users/Modules/Fields to fetch and update all fields and modules, including newly added custom fields and modules.
Motivator currently does not automatically sync module and field customizations in CRM. A Users/Modules/Fields sync has to be triggered in Motivator, for the customizations to reflect in Motivator. Steps: 1. Click on the user profile image on the top ...
No. All user needs to be a CRM user. Once you add a user to CRM, the user will be automatically synced with Motivator. See also: Add a CRM user https://www.zoho.com/motivator/help/settings/user-management.html#Add_Users
Yes. Any changes of the records in your CRM are automatically reflected to Motivator. If you have any trouble with CRM sync, you can also sync manually. See also: Sync options https://www.zoho.com/motivator/help/settings/crm-sync.html#SyncOption
No. Admin profile will be synced from CRM. You have to provide admin profile in CRM if you want to someone to be admin in Motivator. See also: Change CRM user's profile permissions ...
All CRM records are automatically synced with Motivator. When you make any customization to CRM or if you face any mismatch issue, you can do manual sync to resolve the issue. 1. UPDATE CRM SYNC TOKEN: CRM sync token is used to sync the data with ...