CRM Help

SkyDesk CRM Admin Guide

SkyDesk CRM is a tool built for sales reps as well as decision makers in an organization. Some actions in CRM can be performed by all users, and a few other can be performed only by the managers - in CRM lingo, the Administrator. Browse through the Admin Guide to know all the actions that can be performed by the CRM Admins.

CRM Admin functions

Following is a table that contains the Setup functions found in SkyDesk CRM.

Company Settings Configure company-wide settings such as logo, business hours and currency settings. Security Control Award/restrict specific CRM permissions to your peers/sub-ordinates based on their role in the organization.
Customization Customize your CRM account for your company's needs by creating/editing modules, Home tab, related lists and so on. Automation Automate sales actions such as email notifications and task creation using workflow rules. Use macros, assignment rules and escalation rules to be more productive.
Extensions & APIs Go beyond CRM and integrate your account with other SkyDesk apps and a range of third party applications such as Google to work on all of your tasks from a single location. Territory Management Set up an efficient system for easy sharing of customer accounts among different sales teams in your company. 
Billings and Payments Manage your subscription and billing details. Data Administration Import, export and check audit logs to efficiently manage your CRM data.