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Q: How can I create segments in Deskera CRM?

  • Mohd. Imran
  • Jun 15, 2024

1 Answers

A:

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.
  • Yunus Mohammed
  • Jun 15, 2024

0 0

Related Question and Answers

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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.
  • Arjun
  • Jun 10, 2024

Q:

How do you create tickets in Deskera CRM?

  • Yunus Mohammed
  • Jun 10, 2024

A:

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.
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  • Jun 10, 2024

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Q:

How do you delete Article in Deskera CRM?

  • Yunus Mohammed
  • Jun 10, 2024

A:

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.
  • ashish shukla
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Q:

How do you edit Article in Deskera CRM?

  • Bhimji Khoyla
  • Jun 10, 2024

A:

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.
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