❌ Can Quotation Be Managed Branch-Wise in Borg Desk Workplace?

No — Quotations are not managed branch-wise.
In Borg Desk Workplace, Quotations are managed Lead-wise, not Branch-wise.
✅ How Quotation Management Works in Borg Desk
1️⃣ Quotations are always linked to a Lead
A quotation belongs to a lead, and whichever user is assigned that lead will automatically see (and manage) all quotations related to it.

2️⃣ Lead Transfer = Quotation Transfer
If a lead is transferred from one user to another:
All quotations linked to that lead
Automatically get transferred to the new user
No manual steps required.

3️⃣ Lead Visibility Controls Quotation Visibility
Quotation access depends entirely on lead visibility fundamentals in the system:
✔ Admins & Managers can see all quotations (because they can see all leads)
✔ Users can see only quotations for leads they have access to
✔ Team Leaders can see quotations for their downline team (as per visibility rules)

Summary:
Quotation ≠ Branch-based
Quotation = Lead-based
Visibility is inherited from lead allocation & lead visibility settings
Managers/Admins can see all quotations; users see only what leads they own
 

Admin

October 22, 2025

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