Can I use custom modules/fields in CRM for KPI?
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
https://www.zoho.com/motivator/help/settings/crm-sync.html