Settings
Set Week, Fiscal Year, and Time Zone
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. Set week, fiscal year, bi-weekly settings, and time zone Click your name ...
Settings - An Introduction
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, ...
Customize Logo
Customize Motivator UI and Motivator TV by adding your company logo. You can either upload the image from your computer or use an image from your website. Logo size should be at least 200x50px, and may not be larger than 150KB. Upload an image from ...
Configure Pipeline
Motivator uses data from CRM to show pipeline velocity and pipeline stages on dashboards. You can define how you would like the pipeline reports to be presented. Set definition of potential stages Click your name in the top-right corner of the ...
Manage Teams
Create teams Click your name in the top-right corner of the screen. Select Settings from the dropdown menu. Click SETTINGS button on the top-left and select Teams. Select Add New Team. Enter a Team Name into the textbox, then switch the toggle to ✓ ...
Manage Users
Activate or deactivate users in Zoho Motivator CRM users who have been activated in Motivator can participate in contests, set targets, and be visible using a KPI’s By Employee filter. To activate/deactivate Motivator users: Click your name in the ...
Privacy
Configure privacy settings to make Zoho Motivator GDPR compliant. View activity logs Track activities related to KPIs, targets, contents, dashboards, and teams in Zoho Motivator by displaying activity logs. To display activity logs: Click your name ...
Synchronize with Zoho CRM Account
Zoho CRM and Zoho Motivator are automatically synchronized on a regular basis. However, you can use the following options to manually sync with CRM as well. Sync options Update CRM Sync Token This updates the security token used by Motivator to ...