How to Set Sales Module Settings in BORG Desk ERP?
How to Set Sales Module Settings in BORG Desk ERP?
To configure the Sales Module in BORG Desk ERP, follow these steps:
Steps to Set Up Sales Module Settings:
Login into Borg Desk ERP ----> Go to: Admin Panel → Tool Icon on Top Right---> Module Settings
✅ Configure Notification & ALerts-
✔ WhatsApp Alert Setting: Activate / De-Activate (Activate for Enabling Notification & De-Activate for disabling Notification, By-default It's Deactivated)
✔Email Alert Setting: Activate / De-Activate (Activate for Enabling Notification & De-Activate for disabling Notification, By-default It's Deactivated)
✔Mobile alert Setting: Activate / De-Activate (Activate for Enabling Notification & De-Activate for disabling Notification, By-default It's Deactivated)
✔Email Alert Sender: This is Sender to configure if Email Provider supports otherwise It can be made blank. If this is set, Your client (Mail Recipients) will see it in From email ID.
✔Mobile alert Sender: This is Sender ID approved by DLT System, It's mandatory for using SMS Services in the Borg Desk ERP.
✔Welcome Note Email: Activate / De-Activate (Activate for Enabling Notification & De-Activate for disabling Notification, By-default It's Deactivated)
✅ Missed Call Configuration Settings-
✔Mobile No to receive Missed Call New lead reported Alert: This is part of Missed call alert Service, If you are using Missed call service, Pls update mobile no (DID No / Pilot No)
✔Missed Call Activation Code: If using Missed call Service, It needs to have activate code, Provided by Missed Call provider Company
✅ Daily Lead Summary Configuration & Activation-
✔Email Alert: Activate / De-Activate (Activate for Enabling Notification & De-Activate for disabling Notification, By-default It's Deactivated). This activates to received daily lead summary of email.
✔Email for Receiving Daily Lead Summary: If Above option is activated, It box provides option to update email id on which this daily lead summary to send by Borg Desk.
✅ Sales Quotation Settings (Terms & Conditions)
✔Enter Quotation Details: This box provides space to pre-defined Quotation Terms & Conditions which are displays at the bottom of each Quotation once prepared.
✔Quotation Prefix: This facilitates to set Pre-fix of Quotation number. It will get picked automatically while preparation for reach Quotation. This is static part of Quotation number & another part is automatic sequence number.
Please Note :
✅Notification - Activation will work only if Borg Desk Supreme-Admin has allowed you to use Email / SMS / WhatsApp Notification for your company. If It's not been done, Pls write a mail to [email protected] or Open Ticket from Customer Support Dashboard after Login.
Additional Features:
✅ Notifications – Activation will work only if Borg Desk Supreme-Admin has allowed you to use Email / SMS / WhatsApp Notification for your company.
✅ Missed Call Settings – This only requires when you are using missed call service.
✅ Quotation Pre-Fix – This is a fix part & variable sequencing happens automatically.
Would you like detailed assistance in configuring a specific setting? Pls connect to our support team or Product Manager Assign to your Account.
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