CRM and Sales tools

Deskera

2min

The Deskera modules enable you to create contacts, accounts, contractors, deals, products, quotations, purchases, invoices, employees, and sales in your Deskera account.

Getting Started with Deskera

Prerequisites

  • A Deskera account

In order to use Deskera with Make, it is necessary to have a Deskera account. If you do not have one, you can create a Deskera account at www.deskera.com.

Connecting Deskera to Make

1. Go to Make and open the Deskera module's Create a connection dialog.

2. Enter a name for your connection and click Continue.

3. Enter your Deskera account credentials, select the account with which you want to establish a connection, and confirm the access by clicking Authorize.

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The connection has been established.