Settings - An Introduction

Settings - An Introduction


Zoho CRM and Zoho Motivator are automatically synchronized on a regular basis. However, you can manually sync with CRM when needed using the CRM Sync option.
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Manage users in Zoho Motivator who will be participating in KPIs, contests, and targets.
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Create, edit, and delete teams in Zoho Motivator.
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Personalize Motivator by customizing the logo on the Motivator UI and Motivator TV.
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Match the work week, fiscal year, and time zone in Motivator to those used in your company. Ensure that Zoho Motivator tracks and reports weekly and yearly KPIs and targets as expected.
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Define how you would like the data from CRM to show on the pipeline velocity and pipeline stage dashboards.
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Configure and view settings related to privacy.
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                                                                                                      • Related Articles

                                                                                                      • Contests - An Introduction

                                                                                                        Contests can help energize salespeople and boost performance. Use them to increase engagement among your teams. In the Contests page, administrators can view, add, delete, and edit all contests while anyone else can only view contests in which they ...
                                                                                                      • Live Dashboards - An Introduction

                                                                                                        Live Dashboard shows the components of selected tiles (such as KPI, targets, and contests) to track and focus on key sales activities in real time. You can gain real-time insights about your sales team's performance using Live Dashboard. Customize ...
                                                                                                      • TV Channels - An Introduction

                                                                                                        What is Motivator TV? Motivator TV provides an engaging visualization of contest, target, and KPI status for display on large-screen TVs. It increases visibility, recognition, and fun and keeps salespeople engaged and motivated. To start watching ...
                                                                                                      • Targets/Scorecards - An Introduction

                                                                                                        The Targets page shows targets set for the company, teams, and individuals. Administrators can view all targets, targets they're managing, their scorecard, and their personal targets. Non-administrators can view their scorecard and personal targets. ...
                                                                                                      • Dashboards - An Introduction

                                                                                                        Dashboards in Zoho Motivator provide an overview of your sales activities to help you track and improve your sales performance. Dashboards provide a unified view of selected KPIs (Key Performance Indicators), targets, and contests, with real-time ...
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