Deskera CRM Questions & Answers

To create a new campaign in Deskera CRM, follow the steps given below:

• Open Deskera CRM and then login using your credentials
• Tap the ‘+ Campaign’ from the top right corner
• Fill the required details on Add Campaign page like Campaign Name, Subject and Category type
  
• Move forward with the Recipient Section and fill the required sections
• Once you are done filling the required sections move to the next page, i.e., Select Template
• Filter out the required template and choose the one that catches your eye
• Now go to the Publish Details section and enter the recipient details
• Tap on Send Test Email and cross-check the email details. Cross-check the layout as well
• Tap the Schedule button and launch the campaign
• Go the final stage, i.e., Finish tab, verify the entered data and tap ‘Go to Campaign’ button
• You'll be able to view the list of campaigns that you have created.

Deskera CRM's audit trail allows you to consistently monitor every user's activity. It gives the administrator a better idea of the task's users is engaged in and the ones they have finished. Monitor each user's behaviour to ensure their productivity at work.

To view email campaigns in Deskera CRM, go to the Campaign list and then toggle to the Status column. Here, users can preview and track the campaigns that have been scheduled for the future.

To create segments in Deskera CRM, follow the steps given below:

• Login to your Deskera account
• Go to the Dashboard of Deskera CRM+
• Tap on Segments/List from the sidebar
• The segment Overview window pops up
• Click on Add Segment and create a new custom segment.

Deskera CRM allows you to create new email templates from point zero or edit a pre-designed template. One can improvise the templates by adding new email and names.

To edit the ticket view on Deskera CRM, follow the steps given below:

• Tap on Settings
• Choose Ticket > Ticket View
• A list of tickets gets displayed, choose the one that you wish to modify and then select the edit button
  
  


• Update the required changes and then press the Save button
• If there’s a particular ticket that is irrelevant press the three dots and choose Inactive.

To create tickets in Deskera CRM, follow the steps given below:

• Open the sidebar and choose Services
• Tap on Support
• Click the ‘+’ button and move forward with creating a new ticket
• Fill the subject section and the content of your email
• Fill in other details and then save the changes.

A ticket-resolving automated system that helps categorize, track, and resolve customer support tickets. It allows the user to automate customer support processes like ticket creation, email helpdesk, chat widget, and template-related issues.

To delete an Article in Deskera CRM, follow the steps given below:

• You have two options to choose from, either you can delete the selected item, or you can just archive it
• Tap the three dots that are on the right side of the article bar and choose the appropriate option.

To edit Article in Deskera CRM, follow the steps given below:

• Once you have opened the Article Overview Screen, click on the three-dots icon
• Choose Edit
• Make the necessary changes and then save the changes.