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CRM Help

SkyDesk Apps

SkyDesk Campaigns Integration

Export leads and contacts from CRM to Campaigns and easily plan & execute newsletters, welcome emails, customer surveys, etc
Configure SkyDesk Campaigns | Track Campaign Responses | Deactivate Campaigns Integration

Advanced CRM Analytics

Slice and Dice your CRM data in SkyDesk Reports and take better data-driven business decisions.
Learn More

Build Custom Apps

Build custom apps and integrated Creator Apps in a single platform.
Activate | Create Custom Tabs | Reassign Developer | Customize Form | Edit Custom Tab Settings

SkyDesk Projects Integration

Create or associate projects from the Accounts, Contacts and Potentials modules.
Configure SkyDesk Projects | Manage Users & Permissions | Create or Associate projects

SkyDesk Support Integration

View support tickets in the Leads, Accounts and Contacts modules inside SkyDesk CRM and keep track of the customer requests.
Configure SkyDesk Support | Activate for Users | View Support Tickets

SkyDesk Writer Add-on

Create templates online using CRM data to create mail merge documents.
Create Mail Merge Templates | Merge Documents

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