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BORG ERP - Brief Introduction

  • What Borg Desk Workplace ERP Does? How Borg Desk facilitates Micro, Small & Medium Business ?
  • Borg Suite Software on Cloud (SaaS) is a biggest opportunity for Small & Medium Companies
  • Why to go for BORG Desk Workplace ERP ?
  • How can I register for online Training and workshops on the kpsingh.co.in website?
  • How to Check User License Summery in Borg Desk ERP ?
  • How to Activate/Deactivate the Custom Lead Table in ERP ?

BORG-Account Quick Setup

  • How to Set User Privilege from User to Admin for separate modules from Master Admin accountDashboard?
  • How to Edit or delete Customer Details?
  • How to create new user account from my admin account?
  • Where can I update my company details, GSTIN & PAN?
  • How to activate license Key? or How to Apply User License with existing expired User Account for Renewal?
  • How to Add & Manage Vendors from Admin Dashboard?
  • Where can I update company details, GSTIN & PAN?
  • How can I go ahead with the basic setup of my new account with BORG?
  • Module setting are compulsory for operating account?
  • How can I create / signup an account for the BORG Suite ERP free trial?
  • How to change admin rights to regular user account?
  • How to Change Regular User Rights as an Administrator Rights / Admin Rights in Borg Desk ERP Account?
  • How to Setup Payroll Setting ( ESI Setting, Leave Setting, Attendance Setting and Weekly Off Setting ) in BORG Suite ERP?
  • How to make Custom Customer form in BORG Suite ERP?
  • How to Update or Manage your Business Profile?
  • How to Manage your Services with SAC from Admin Dashboard?
  • How to Add, Manage, Download and Delete Customer from Admin Dashboard?
  • How to Upload, Onboard Customer's Details In Bulk from Admin Dashboard?
  • How to See / verify / Check the User License Information in my Borg Desk Admin Dashboard?
  • How to Add and Manage User from Admin Dashboard?
  • How to Update User Information from Admin Dashboard?
  • How to Set User Permission from Admin Dashboard?
  • How to Upload Vendor Details In Bulk & Download the Vendor Details from Admin Dashboard?
  • How to Add departments from Admin Dashboard?
  • How to Change the theme of BORG Suite Erp from Admin Dashboard?
  • How to See the User Licence Information from Admin Dashboard?
  • How to Update and Delete Vendor Details from Admin Dashboard?
  • Are there other formats of Proforma Invoice & Tax Invoice available in Accounts book of Borg Desk?
  • What are the Key data masters & Setup needed for migration into Borg Desk ERP?

BORG Common Queries

  • How can I upgrade my Free trial Account to paid account?
  • How to activate my missed call number with BORG?
  • What is Auto Communication?
  • Importance of data for every Enterprise
  • I want to be Borg Suite Business Partner, What I have to do ?
  • What do you mean by Integrated Business Software?
  • How is Business Optimization done by Borg?
  • What is HSN/SAC number?
  • What type of GST, BORG Supports?
  • What are activity logs?
  • Custom software Development vs Cloud Application Software
  • Can I have multiple user accounts in Borg Suite? Can I use them simultaneously?
  • How Borg Accounting & Finance can help my business?
  • How can I get My Business Analytical Reports?
  • What is Demo Account?
  • How to buy license in the Borg Desk ERP Workplace on my own online ?
  • How to Reset my Password in Borg Desk ERP / What's the option to recover my forgot Password ?
  • How can I get discount code based on special ongoing offer in current days to subscribe / buy user or admin license?
  • How to get Borg Desk Workplace Implemented into our Business Process ? Can it be done by Self Implementation or by Implementation by Borg Desk Team or Implementation by External Partners or Consultants?
  • How Borg Desk Online / On-Site Implementation Plan Works the best for Small & Medium Enterprises ?

BORG Sales Automation

  • Scope of Borg Marketing & Sales Module.
  • How can I Manage sales / Service quotation for my lead / prospect in Sales CRM of Borg Desk ERP?
  • What is Lead Distribution? & How to assign / transfer / distribute manually any Lead to my team members?
  • What is Lead Source in the lead management? Can it be customized according to my business need or they are standard in Borg Desk ERP Sales CRM?
  • What is the meaning of Lead conversion or How to mark a lead as converted in Borg Desk ERP / CRM?
  • Who can delete any lead?
  • What is Lead Status / Lead Journey / Lead Funnel / Lead Stages & how to set it into Borg Desk CRM?
  • How to supervise or monitor leads / inquiries?
  • How can I add / capture new Lead / Inquiry?
  • What is Lead / Inquiry?
  • What is Lead Score?
  • What is Qualified Lead & How qualification can be set in Borg Desk?
  • Where we can find Qualified Leads?
  • Does Lead Score enhance your productivity?
  • What are the parameters of Lead Score?
  • How to Find Out Pending Follow-Ups for any Sale Person or Team and download the Pending follow-up Leads in a Marketing & Sales Module?
  • How can I go ahead with the basic setup and operation of my new Sales CRM Account at one go?
  • Sales Target- How to Add, Manage, Download & Manage Targets for the Sales Team in Borg Desk ERP?
  • How to ensure your Sales team is following potential / relevant leads?
  • How to Add New Lead, Upload leads in bulk and Download Lead Data in Sales CRM?
  • How to Add User and define Sales team structure?
  • How to Manage Qualified Leads?
  • How to Update the Lead Status, Next Follow-up Date, New Track Log and View Track Log of Leads in Borg Desk ERP?
  • How to Generate Quote as PI from Sales CRM?
  • How to Manage, Edit / Update, Download and Print Quote as PI from Sales CRM?
  • How to Generate New Quotations for the Lead from Sales CRM?
  • Where can we view IVR status?
  • Where can I set the IVR Key?
  • Where can we view the Lead score?
  • How to view Deal value for each Lead in Marketing & Sale?
  • How to Add Additional fields in Lead Form?
  • How Leads can be automatically assigned to the Sales Person?
  • Project Sales Quotation - How to Generate a New Project Quote in Sales CRM Module of Borg Desk ERP ?
  • How to Implement / Setup / Onboard Sales CRM (Lead Management & Nurturing) in Borg Desk ERP ?
  • How to set Lead Conversion Criteria for Leads to Opportunities/Customers in Borg Desk CRM ?
  • Define or set lead qualification criteria in the Borg Desk ERP or how to filter unqualified Leads & Qualified Leads for further follow-ups in sales CRM of Borg Desk ERP ?
  • Can sales team place order from sales crm module or only Inventory module has option for placing / creating sales order?
  • Can default Price (Price picked from Product master) of product items be modified / changed during placing order in sales CRM or Inventory Module ?
  • How Sales Order workflow works in case of warehouse in borg desk or How Sales Order Team & Warehouse stock management team can work to process order successfully ?
  • What is lead conversion criteria in borg sales crm ?
  • How to Activate & Implement Custom Lead Form including Additional Customized Lead Form fields into business in Borg Desk ERP?
  • Can a duplicate quote be assigned to different customer in BORG Desk ERP?
  • How to Set Lead Form Fields User-Wise Permission in BORG Desk ERP?
  • Auto Lead Distribution - How to assign / transfer / distribute any Lead to my team members Automatically in Borg Desk ERP?
  • How to Set Sales Module Settings in BORG Desk ERP?
  • How to Track Pending Leads followups in Borg Desk ERP ?
  • Can I track my Location of my sales team by using GPS in Borg Desk ERP ?
  • How can Sales Team Performance be tracked or monitored by Managers in Real Time?
  • Sales Quote Masters - How Can I setup Masters for Generating Sales Quotation (Sales Quote)?
  • Sales Quote Generation - How to Generate Manage, Edit, Update, Print and Delete Quotations for the Lead from Sales CRM?

BORG Service Help Desk

  • How Chat Works?
  • Scope of Borg Service / Support Desk / Help desk.
  • How tickets can be managed / assigned / Escalated to respective team or departments?
  • How a company can come to know when ticket is opened?
  • What are the priorities of tickets? Can a service desk Executive alter priorities?
  • How Ticket can be replied or resolution can be posted ?
  • How to open Online Ticket? Who can open Ticket?
  • What is online Support Ticketing System & How does It work?
  • How Customer can get to know whether ticket is closed or still open?
  • Is it useful for any type of business?
  • What does Borg’s Service desk / Help Desk do?
  • What is Click to call feature in Service Desk?
  • Where can I find templates for Service Tickets?
  • How to create new templates for Service Tickets?
  • Online Ticketing System/ E- Ticket
  • How to search Customer in AMC contract in Service Desk?
  • How to Create a Task from a Newly Added Ticket in the Service Desk?
  • How to Add Services to the Service Desk?
  • How to add a Customer in the Service Desk?
  • How to Manage Customers in the Service Desk?
  • How to Manage AMC Dues in Service Desk?
  • How to Manage AMC Contract in Service Desk?
  • How to Add New AMC In Service Desk?
  • How tickets Escalation Matrix Works in BORG ERP?
  • How set level of the user in Service Desk?
  • How to Access the Developer API / Lead Capture Webhook API ?
  • How to setup Service Desk / Help Desk / Customer Support Desk / Borg Service Desk in Borg Desk Workplace ?

BORG Inventory & Distributors

  • Scope of Borg Inventory, Supply Chain Management, Stock Management.
  • How to Add, Manage and Update Distributor and distributor details from Admin Dashboard in BORG Suite ERP?
  • How can I manage & track my stock in Inventory Module in Borg Desk ERP?
  • What is SCM, MOQ & SOQ ?
  • How to edit / update / manage / modify some information or product attributes ??
  • How to add new product to make product master or product listing ready in Borg Desk Inventory module?
  • How to Log in to the Distributor Account on the BORG Suite ERP?
  • How to Add and Delete Branch Master from Admin Dashboard?
  • How to upload / import products in product master through excel sheet or CSV in Borg Desk ?
  • How to setup / configure / onboard Inventory / product / stock / order / distributor module / order module / stock module in Borg Desk ERP ?
  • What are the Inventory / Product / Stock / Order / distributor / supply chain module settings in Borg Desk ERP & How to set them for smooth function in business ?
  • How to setup custom product form or product setup or product attributes or product master as per business requirement in the Borg Desk ERP ?
  • How to define custom order status as per my business inside Inventor /Product / Order Module in Borg Desk ERP ?
  • How to setup warehouse management & connect with Stock & Orders in the module of Inventory, Stock, Order or product module of Borg Desk ERP ?
  • How to set discounts for customers by using price list ? or How Price list work in Inventory / Stock / Product / Order Module of Borg Desk ERP ?
  • How to use stock-IN & Stock-Out in the inventory, Product, Stock, Order module of Borg Desk ERP?
  • How to Lock Stock after Order Approval in inventory / stock / order / product module of Borg Desk ERP?
  • How to place product sales new order from sales CRM module or Inventor Module in Borg Desk ERP ?
  • Can I edit / update / modify product name & other details of product in inventory module of Borg Desk ERP ?
  • If we are adding new product in product category, Shall there be added those products under the same category's price list with settings of same GST % & Discount % in Borg Desk ERP?
  • Can we set color code / coding for order status to manage & notify easily in the order list in the inventory / stock / order module of Borg Desk ERP?
  • Can we change / update / modify Price, GST%, Discount % manually while adding products in Order List in Borg Desk ERP?
  • What's the Order approval workflows for finalizing orders from Borg Desk or how order gets approved in Borg Desk?
  • How to download/Export Product Master list from Borg Desk ERP ?
  • How can we mark Product available or un-available in the stock inside product / Item listing inside Track order in Borg Desk ERP?
  • How can we add the same product/Item in price list of same New product category, If we are adding new product / Item in Product Master under a product category ?
  • What are the things gets changed pre & Post approval of Sales Order in Borg Desk ERP??
  • How Can I Enter /Update Opening Stock of my Products in Borg Desk ERP?

BORG HRMS & Payroll

  • What is Holiday Calendar and how to Add, Update and Delete Holiday in Holiday Calendar from Human Resource Management System (HRMS) Module?
  • How to apply leave by an employee?
  • Scope of Borg Human Resource Module
  • Can employee have issued asset history in his / her login dashboard ?
  • How to Manage, Issue and Track Assets to Employees from BORG Human Resource Management System (HRMS)?
  • How an employer can manage asset which has been issued to employee like laptop or Mobile?
  • How reimbursement can be tracked by en employee ?
  • How an employee can apply their claim for reimbursement?
  • How can I clear reimbursement of my employee?
  • Can Employee monitor their leave Record ?
  • Can Employee view their attendance ?
  • Is it possible to integrate Biometric Attendance system to capture employee attendance automatically
  • How to Print and Download Salary Slip of an Employee from BORG Human Resource Management System (HRMS)?
  • How to Prepare / Make Salary from BORG Human Resource Management System (HRMS)?
  • How can an accountant can view salary details of my employee to credit in to respective employee bank account?
  • How to Manage Employee Register or employment?
  • How to Edit/Update Employee details from Human Resource Management System (HRMS) Module?
  • How to Add / Create / Onboard Employee on Roll Appointment from Human Resources Management System (HRMS) Module?
  • How to Access the Human Resource Management System (HRMS) Module?
  • How to Add / Upload / Onboard Employee on Roll Details in Bulk from Human Resource Management System (HRMS) Module?
  • How to Add / Create / Onboard Employee on Contract Appointment from Human Resources Management System (HRMS) Module?
  • How to Add / Upload / Onboard Employee on Contract Details in Bulk from Human Resource Management System (HRMS) Module?
  • How to Add / Create / Onboard Employee on Trainee(Internship) Appointment from Human Resources Management System (HRMS) Module?
  • How to Add / Upload / Onboard Employee on Trainee (Internship) Details in Bulk from Human Resource Management System (HRMS) Module?
  • How to Download and Filter Employee Details in Human Resource Management System (HRMS) Module?
  • How to Delete Employee details from Human Resource Management System (HRMS) Module?
  • How to Add / Create / Onboard Employee on Daily Wages Appointment from Human Resources Management System (HRMS) Module?
  • How to Add / Upload / Onboard Employee on Daily Wages Details in Bulk from Human Resource Management System (HRMS) Module?
  • How to Manage and Add / Request Leave from Human Resource Management System (HRMS) Module?
  • How to Manage and Add Attendance from Human Resource Management System (HRMS) Module?
  • How to Edit Attendance from Human Resource Management System (HRMS) Module?
  • How to View Monthly Attendance from the Human Resource Management System (HRMS) Module?
  • How to Add HRMS / HRA User from the Human Resource Management System (HRMS) Module?
  • Difference Between Normal User and HRMS / HRA User in Borg Suite ERP?
  • How to Add apply claim Particulars in BORG Suite ERP in HRMS?
  • How to Upload Documents of the Employee from HRMS Module and how to give access to the user to upload their documents?

BORG Accounts Book

  • Scope of Borg Accounting & Finance Module or What Borg Account & Finance module delivers for enterprises
  • Is any notification & Alert sent to my customer if I am updating receipt in Borg Banking?
  • How to update payment received from customers?
  • What is Borg banking?
  • Should I have to enter GST amount in Expense or Fixed Asset Account?
  • How can Purchase bills be managed ( Add, Edit & Delete) in Borg Desk ERP?
  • How can I add new purchase Invoice or bill in Accounts Book of Borg Desk ERP?
  • How can I mail Invoice to customer directly from BORG SUITE?
  • How can I take Print of prepared Invoice?
  • If my payment is not received from my customer by due date, How Borg helps me to remind my customers automatically?
  • How I can delete my Existing Invoice if required?
  • How can I Manage my Invoices?
  • How can I edit my Invoice?
  • How can I get HSN/SAC number automatically while generating Sales Bill or Purchase Invoice / Bills?
  • Can I add multiple Products or Service in the Sales Invoice? Is there any limit of product & service?
  • Can I define my own serial numbers of Invoice?
  • How can I prepare or generate GST Sales Invoices / Bills in Accounts Module of Borg Desk ERP?
  • How can i set my Company Bank account details in Invoice ?
  • Can I prepare Invoice with Discount excluding or including GST ?
  • How to Upload Signature with stamp, QR Code and Logo For Invoicing purpose in Accounts module of Borg Desk ERP?
  • How to view Order By in Sale Invoice in Accounts?
  • Can I export / download all proforma invoices details in excel sheet for my personal use ?
  • How to setup / onboard Accounts Book Module in Borg Desk ERP to make it full functional?
  • How to Set or activate Credit Limit for Customers or Distributors in Borg Desk ERP?
  • Can External Sales & Purchase bills in PDF or word format can be uploaded in Accounts Module of Borg Desk ERP?
  • How is Sales Bill / Invoice Number or Invoice Sequencing Auto-Increment Managed in Borg Desk ERP?
  • How can I manage & export Credit Note in Accounts Module of Borg Desk ERP ?
  • How can I manage / export Debit Note in Accounts Module of Borg Desk ERP ?
  • How can I manage & Export Party Accounts Ledger in Borg Desk Account Book ?
  • What are the Best Practice of Step-by-Step Process for Data Migration into Borg Desk Step-by-Step Process for Data Migration into Borg Desk Workplace?
  • What is the Difference Between Trial Balance & Opening Balance ?
  • How to Update Opening Balance of Customers, Vendors & Bank Accounts in Borg Desk ERP?
  • How to Shift Data for Next Financial Year in Borg Desk ERP IF Borg Desk is already being used by company during transition of financial Year.
  • How to Edit / Update Existing Sales Invoice Details in Borg Desk ERP?
  • How to do Outstanding Payment follow up or Outstanding payment recovery system in Borg Desk ERP?
  • Can I export or download GST / Tax invoices details in excel sheet for my personal use from Borg Desk ERP ?
  • How Proforma Invoice can be generated / Create / Prepare Proforma Invoice in the accounts book of Borg Desk ERP ?
  • If GST Type is not getting selected automatically in Sales or Purchase Bills what can be the reasons ?
  • How can Vendor / Supplier outstanding payment or payable be tracked in Borg Desk ERP ?
  • How to Track Customer Outstanding Payments or Receivables in Borg Desk ERP?
  • Can I manage my Office General Expense in Borg Desk ERP ?
  • How can I update my bank transactions in Account Module of Borg Desk Account ?
  • Step-by-Step Guide for Data Migration into BORG Desk Accounts Book Module
  • Does Borg Desk fetch GST Type automatically while Preparing Sales Bill, Updating Purchase & Expense Bills ?
  • Does Borg Desk Supports Branch Wise Separate Series of Invoice Number ?
  • Can we modify Party / Vendor in Borg Desk ERP ?
  • Can Purchase bill be deleted after Successful addition in BORG Desk ERP ?
  • How can Purchase bills be Edited in Borg Desk ERP?
  • We are encountering the error -Invoice/Proforma Noumber already exists- in Borg Desk ERP, How to resolve this ?

BORG Analytical Reports

  • What is the scope of Human Resource Analytical Reports ?
  • Borg Suite Human Resource Attendance Report
  • Employee Salary Statistics Report
  • Employee Leave statistics Report
  • Human Resource Report by Employment type ( Permanent, Trainee, Contract, Part time etc)
  • Track Report for Employee claim reimbursement ?
  • How service desk team performance can be tracked?
  • How can I access Analytical Reports of my sales team?
  • Can any option or report to check lead conversion ratio based on products & Service?
  • Is any report to track / analyze leads based on demography?
  • Can I manage / track my branch office sales team performance from BORG Suite?
  • What is Balance Sheet? How can I get my business balance sheet in BORG Accounting?
  • How to get Profit & Loss (P&L) Account of my business?
  • What is GST Report & how can I use it to collect GST return information?
  • What is the difference among recommended Reports, Receivable Reports & Payable Reports?

BORG Push Notifications

  • Email Alert - Daily Account Summary Alert on Registered Email ID
  • Email Alert - Thanks Alert to customer's registered Email ID after update of received payment
  • Email Alert - Auto email alert to customers for due payment reminder after due date
  • Email Alert - Welcome email alert to prospect at the time of conversion in to customer
  • Email Alert - Greeting Email to prospect’s email id
  • Email Alert: Daily Lead summary details to a designated email id set by company
  • Thanks Alert to customer's registered mobile number after update of received payment
  • Lead Follow-ups reminder alert to sales individual’s registered mobile number
  • SMS Alert Missed Call 's caller mobile number & company’s sales person mobile number
  • SMS Alert at the event of generating / opening new ticket to Enterprise designated Mobile Number
  • SMS Alert to employee registered mobile number for the confirmation of claim approval
  • SMS Alert on the event of salary generation to Employee registered mobile number
  • SMS Alert to Employee on the event of leave approval
  • SMS Alert on the event of change in order status by an enterprise to distributor registered mobile number
  • SMS Alert on the event of generating New Product Order by Distributor to designated Mobile Number
  • SMS Alert on the event of expiry of Annual Maintenance Contract (AMC) to customer registered mobile number
  • SMS Alert on closure of Service Ticket to Customer’s registered mobile number
  • Daily Account Summary update on Registered Mobile Number
  • SMS Alert to Inquirer/ website visitor/ campaign viewer mobile number & company’s designated mobile number

Borg Desk Task Force

  • How start / setup task force / task management / team collaboration / service task / team task / performance management / team accountable system in my business ?
  • How can task category be created or managed in Borg Desk Task Force ?

EduBorg - Coaching ERP

  • Scope of Student Desk in the EduBorg ( Borg Suite for Institutes)
  • How to take back issued book in the Eduborg Library ?
  • How to view or manage added books in the EduBorg ?
  • How to start Adding Books in the EduBorg Library Management?
  • How an Institute can manage their library books ?
  • Edu ERP- How to add or manage tracking Logs or tracking update in Edu Coaching ERP?
  • How to download or upload Listed or added Inquiries in bulk?
  • How to add new inquiry with EduBorg? or How Inquiry Management works in EduBorg?
  • Scope of Inquiry / Counselling Management in the EduBorg?
  • How to add Expense of the Institutes in the EduBorg ? How expenses can be managed ?
  • How to manage, view, edit, update, delete fee receipt with EduBorg?
  • How to deposit fee or how to generate Fee Receipt ?
  • What is the scope of Accounts & Receipt in the Borg Suite For Institutes?
  • How can we set user access security or define user access privilege ?
  • How can I create user account for my team to login separately ?
  • How to update my profile in the EduBorg?
  • How to setup & manage Courses in the Borg Suite Institute ERP?

3rd Party Integration

  • How can I do Facebook Configuration For Collecting Leads From Facebook Ad ?
  • FB Leads Configuration into Borg Desk - How do you find App ID, User ID, Script ID, And Page ID for Facebook Integration to capture Leads into Borg Desk Account Configutaion?
  • Indiamart Integration - How to configure India Mart Integration with Borg Desk ERP for Lead Capturing Automatically?
  • Interakt BWA API Integration - How to Integrate Meta WhatsApp Business API with Borg Desk ERP for Incoming & Outgoing Messages ?
  • How to Activate & Configure Outgoing WhatsApp Messages Templates in Separate Modules of Borg Desk ERP ?
  • Sales Module - How to set WhatsApp Communication Template for Auto Notifications in Borg Desk Sales Module ?
  • How to Manage, Get Approved & Configure Business WhatsApp Templates in Interakt & Borg Desk ERP ?
  • Leadofy WhatsApp Lite API Integration - How to Integrate WhatsApp Lite API with Borg Desk ERP for Incoming & Outgoing Messages ?
  • How to Integrate Digital Scan Business Card with Borg Desk ERP to Capture Leads Automatically into CRM?
  • How to Integrate Caller Desk IVR with Borg Desk ERP for Incoming & Outgoing Calls?
  • WhatsApp Lite Error ==> This Account can no longer use whatsapp Business. Recent activity on this account does not follow the whatsapp business messaging policy or the meta commerce policy. This Account Business info & chats are still on this Device.
  • How to configure / Integrate WhatsApp Lite / Meta Business WhatsApp API for automatic Alerts in Borg Desk Workplace ERP ?

About Policies & Agreements

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  • Refund Policy
  • Borg Suite Service Level Agreement (SLA)
  • Privacy Policy
  • Terms of Service
How can task category be created or managed in Borg Desk Task Force ?

Task Force module in Borg Desk brings collaboration among all team members in the company. It makes each team member / employee accountable for their assigned task in time within set deadline by task creator. It generates many reports for analyzing team performance from many aspects depending on organizational challenge. It's easy to implement & most effective. It also sends reminders & updates notification to all team members which expedite closing of tasks within deadline.

Implementation / Onboarding Task Force Module into Business Process -  
Step 1-   Signup with Borg Desk Account ( It's initially free for signgle admin account for 14 days) with your organisation details ( Correct details as few of them can't be cahnged later).  Pls note, choose upur relavent product type ( Sales CRM or Service Desk or Stock & Distributors or Borg HR & Payroll or Borg Task Force or Borg Desk (All-in-One) before signingup to avoid many hassles due to wrong selection of products. Just for Identification, Selected product Name would be Blue in Color to recognize in better way) 
Note - It may ask for OTP for validating your Mobile & Email id  which is being used for craetion of account so put there valid details including comopany name.
2. Company Name can not be changed later ( Pls use full Company Name as per there in GST Certificate)
3. After Scuccessful registration, you will recieve login details in your email id & Mobile ( If whatsapp enabled) for your further application.
4. We highly recoment, not to use share your login credential to anyone else for security purpose
5. Once you logged-in, You can buy user or master admin or both type of license from cart icon on the header top right.
After successful registration ( Signup) process, Now It's time to do some necessary configutaion (setup) to get maximum out of Borg Desk Module. 

Step 2-  Manage your Profile with all required details ( Please do not leave any field blank to comply with the process otherwise it may need to update again in the page later.   Refer this link to follow the process to move ahead with profile updation - Click Here for profile update Guide 

Step 3 - Create Category of Task as per your business needs.  Refer for help to create & Manage Task Category -  Click Here

Step 4 - Enable  Whatsapp & Email updates & Reminders -  Refer for help to create & Manage Task Category -  Click Here
  
If Still any Concern or need one-to-one session with our Product Manager  Reach out to us on https://wa.me/918506009898 or Mails us from your regisrted email id to "[email protected]" our team will get back to you

 

If still any concern or need one-to-one session with our product experts reach out to us https://wa.me/919667916787 or mail us from your registered email id to "[email protected]" our team will get back to you

 

Team-Borg Desk
March 10, 2024
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How start / setup task force / task management / team collaboration / service task / team task / performance management / team accountable system in my business ?
How can task category be created or managed in Borg Desk Task Force ?
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