Step 1➖First Login to BORG Suite ERP.

Step 2➖Click the Tool Icon on the top right corner. This will open a pop-up window. From the pop-up, click on the "Custom Lead Form". 
Step 3➖Clicking on Custom Lead Form will open a new form in this form you will see the option of Additional Custom Lead form. By default Additional Custom Lead Form is Deactivated, click on the dropdown and Select Yes and then click on Update to activate the additional fields in the form. After activating the Additional fields form click on the “+ icon” to “ Add Additional fields in the Lead Form.”
Click to Learn More in Details

Step 4➖Clicking the "+" icon opens a page where BORG Suite ERP Admins can add up to 15 additional fields to the lead form.

Step 5➖To add an additional field to the Lead form, first set the box position, then set the field name (as required), select whether the field is required (Yes or No), and finally select the field type. Click to Learn More in Details

Note : In BORG Suite ERP, you can select from 4 box types: Radio, Select (Dropdown), Text, and Number. This flexibility allows you to tailor the lead form to your specific requirements.  Click to Learn More in Details

Step 6➖If you select "Select" as the box type, you'll need to add options to be displayed in the dropdown. Click the "+" button to add a new option. To remove an option, click the "-" button ( Remove Button ). Once you've finished, click the "Submit" button to add the additional field to the lead form.  Click to Learn More in Details

Note :  Pls do Lean More in Details for Creating Custom Lead For Step-by Step Guide Click to Learn More in Details

Admin

November 20, 2024

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