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    Deskera All-In-One: Quick Walk-through - YouTube

    Does Deskera books have a chart of accounts?
    Deskera Books has inbuilt chart of accounts for all default functions you need, and it works just fine for all accounting purpose. You can also read this blog on what Chart of Accounts is. All accounting entries need to be tagged to general ledger accounts. A chart of accounts (COA) is a list of all such general ledger accounts.
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    Getting Started with Deskera CRM

    You must have signed up for Deskera CRM either by signing up for All-in-one plan or only sign up for Deskera CRM. If you have signed up for the All-in-one plan, we recommend completing the Deskera Books set up first and then starting with Deskera CRM setup. If you have only signed up for Deskera CRM, you can access your CRM account with the account...

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    Once you have signed up for Deskera CRM, you can invite your team members. To invite your other team members, you can click on "User Settings" in Deskera CRM settings. Once you have clicked on user settings, you will be redirected to the Deskera Cloud to add your team members by specifying their name and email address. Once the user accepts the ema...

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    Deskera CRM allows you to organise users into teams. You can create teams based on demography, products, or managers for whom they are working. Once you have created a team, you can select 'Team' in the visibility field while creating contacts and deals in your CRM account. If you have chosen 'Team' visibility, these records can be viewed by all re...

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    Contacts are your customers, prospects, or parties such as dealers, distributors, agents you deal with to run your business. These could be organizations or individuals, depending on the nature of your business. To create new contacts, we have a helpful article right here: You can also import all your contacts via an excel sheet by the following ar...

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    Managing records visibility is setting up which users can see which records in the system. You can manage your contacts and deal records visibility while creating or editing them. Deskera CRM has the following three options in the visibility field: 1. Private: Only the creator of record and admin user can view and edit these contacts, deal informat...

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