Module Configuration-Target

Deskera CRM provides the user with different modules like leads, accounts, opportunities, activities etc. The settings and configuration for these modules can be defined in Module Configuration under Master Configuration. This article focuses on the settings and configurations for Target module.

Prerequisites:

1. You have your Deskera CRM URL in place.

2. You are the administrator of Deskera CRM.

3. Ensure good internet connectivity.

Step 1: Go to Master Configuration under Administration widget in Deskera CRM.Fig 5.10.1.9.1 Deskera CRM Dashboard

Step 2: Go to Module Configuration and scroll down to Target setting.  Fig 5.10.1.9.2 Module Configuration  

1- Account Mapping Fig 5.10.1.9.3 Account Mapping

Fig 5.10.1.9.4 Account Mapping

2- Contact MappingFig 5.10.1.9.5 Contact Mapping

Fig 5.10.1.9.6 Contact Mapping

3- Lead MappingFig 5.10.1.9.7 Lead Mapping

Fig 5.10.1.9.8 Lead Mapping

4- Opportunity MappingFig 5.10.1.9.9 Opportunity Mapping

Fig 5.10.1.9.10 Opportunity Mapping