What should I do if new custom fields and modules are added to Zoho CRM after Motivator's initial CRM sync process?

What should I do if new custom fields and modules are added to Zoho CRM after Motivator's initial CRM sync process?

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.

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                                                                                                                                    • Related Articles

                                                                                                                                    • Configuring Zoho Motivator's features in Zoho CRM

                                                                                                                                      Zoho Motivator was created to encourage positive sales behaviors in a fun way. Sales behaviors are activities which influence your sales, such as making more calls or attending more meetings. Zoho Motivator helps identify these behaviors using ...
                                                                                                                                    • What Zoho CRM modules does Motivator support?

                                                                                                                                      Motivator supports all Zoho CRM modules: Leads Accounts Contacts Potentials Tasks Events Calls Cases Campaigns Solutions Products Vendors Quotes Sales Orders Purchase Orders Invoices
                                                                                                                                    • Can I use custom modules/fields in CRM for KPI?

                                                                                                                                      Yes. You can choose any field for your KPI. Exceptions are Total field in Quotes, Sales Orders, Purchase Orders and Invoices. If you face any trouble for CRM sync, try manual sync. See also: Synchronize with Zoho CRM Account ...
                                                                                                                                    • How to add a new user to Motivator

                                                                                                                                      Motivator users are synced from CRM.  To add a new user to Motivator, you must add a user to CRM. Added user is automatically synced with Motivator. A. For non- Zoho One users: 1. Click on the user profile image on the top right corner 2. Choose ...
                                                                                                                                    • Can Motivator integrate with Zoho apps other than Zoho CRM?

                                                                                                                                      No. Currently, Motivator can sync only with Zoho CRM.
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