What is the Loan Ops module in ERP?
Admin What is the Loan Ops module in ERP? The Loan Ops module is used to manage loan-related information and operations, including customers, loan accounts, loan products, sourcing channels, banks, and other loan details.…
Can duplicate leads be created in Sales CRM ?
Yes. In BorgDesk Workplace – Sales CRM, duplicate leads can be created by enabling the duplicate options in the Custom Lead Form.To allow duplicate leads, go to the Custom Lead Form settings and change the following options from “No” to “Yes”…
Today Updated coments in Task Force Module
The Today Updated Comments feature allows team members to easily track the latest comments updated today on tasks in which they are assigned. This helps users quickly identify the most recent updates made by any team member. …
WA Campaign STOP Button in Leadofy WA Lite
What is the new STOP button feature in the WA campaign? A STOP button has now been implemented in the WA Campaign section of Leadofy WA Lite. This option allows the user to stop an ongoing WhatsApp campaign when needed instead of allowing the campaign to continue running.…
Multiple Contacts Selection While Creating Groups in Leadofy WA Lite
What is the new multiple-contact selection feature in Leadofy WA Lite? Leadofy WA Lite now provides an option to select multiple contacts together while creating a WhatsApp group. Users can choose several contacts in the same selection process instead of adding each contact separately. This makes the group creation process simpler, quicker, and more convenient.…
How to Download and Fill the Employee Upload Sample File in HRMS?
How to Download and Fill the Employee Upload Sample File in HRMS? The Employee Upload feature in the HRMS Module allows users to upload multiple employee records at once using a sample file. …
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