CRM Integration

CRM integration with eClaims enables you to link the cost centers created in eClaims with CRM. Cost Centers can be assigned when creating new leads or editing a present lead in CRM.

Prerequisites:

1. You have your Deskera eClaims application URL in place.

2. You are the administrator of the eClaims application.

3. Ensure good internet connectivity.

Step 1: Go to Manage Cost Center under Master Setting’s widget in eClaims.Fig 4.8.2.1 eClaims Dashboard

Step 2: Click on New under Manage Cost Center.Fig 4.8.2.2 Manage Cost Center

Step 3: Fill in the required details to create a new cost center and then click on Save. Cost Center will be added.Fig 4.8.2.3 New Cost Center

Step 4: Go to Deskera CRM and click on Master Configuration under Administration. Fig 4.8.2.4 CRM Dashboard

Step 5: Under Integration with Deskera Applications, check mark Deskera eClaims options and click on Update to save the settings. Fig 4.8.2.5 Master Configuration

Step 6: Under Leads, when you go to Add Record, you can see the cost centers created in eClaims linked with CRM.Fig 4.8.2.6 Leads