How to Find Out Pending Follow-Ups for any Sale Person or Team in a Marketing & Sales Module?
By this, Feature in Borg we enable the lead status which can be viewed in pending follow-ups, and update it accordingly. Click on Marketing & Sale -> Go to the side menu bar -> click on Pending Follow-Ups -> Select Assignee from Assignee Filter -> click on Search button -> View the details …
How to Create a Task from a Newly Added Ticket in the Service Desk?
Borg implements this feature by which an enterprise or organization raises their query by opening a ticket to resolve it. Click on Service Desk -> Go to the side menu bar -> click on Open New Ticket -> Fill the Details -> click on Create button - > on the right side top corner + plus is there -> click on + sign and add new Task . …
How to view Order By in Sale Invoice in Accounts?
Borg suite implements this feature by which we decide that we prepare a Sale Invoice for which particular enterprise. Click on Accounts -> Go to the side menu bar -> click on All Sale Invoice -> click on download button -> here we get an excel file of all sale invoices with an order by column. …
How to view Product & Order By in Proforma Invoice in Accounts?
Borg suite implements this feature by which in Proforma Invoice the enterprise can view the product list. Click on Accounts -> Go to the side menu bar -> click on Proforma Invoice -> click on download button -> here we get an excel file of Proforma Invoice with Product & Order By.in column. …
How to view Deal value for each Lead in Marketing & Sale?
With this feature In Borg Suite. the enterprise is able to see in Marketing & Sales the particular lead budget or value by which they decide the priority of lead. Click on Marketing & Sale -> Go to the side menu bar -> click on Manage All Lead -> click on download button -> here we get an excel file of all leads with deal size for every lead. …
How to Add Services to the Service Desk?
Borg implemented this feature by which services/products to be added and managed for the enterprises. Click on Service Desk -> Go to the side menu bar -> click on Manage Service -> in Manage Service click on + sign -> fill the details -> click on Add Service. …