How to add a new user to Motivator
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How to add a new user to KPI
To add a new user to KPI, you must first add as Motivator user. Records of new Motivator users will be automatically included in your KPI. See also: How to add a new user to Motivator ...Can I add a user only for Motivator without adding to CRM?
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_UsersConfiguring 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 ...How to add a new KPI
You can add a new KPI from Dashboards. 1. Click DASHBOARDS on the top bar 2. Choose a dashboard which you want to add a KPI * You cannot add a KPI to Pipeline Velocity or Pipeline Stages 3. Click on +KPI button on the top 4. Choose NEW KPI See ...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.