What's the Order approval workflows for finalizing orders from Borg Desk or how order gets approved in Borg Desk?
Admin Setting Custom Approval Workflows for Sales Orders in Borg Desk ERP- You can enable custom settings for order approval workflows before finalizing sales orders from the Sales CRM or Inventory module in Borg Desk ERP. This ensures better control, reduces errors, and aligns with business policies.…
Can sales team place order from sales crm module or only Inventory module has option for placing / creating sales order?
Yes! In Borg Desk ERP, the Sales Team can create and place sales orders directly from the Sales CRM module as well as from the Inventory module. Here's how it works:…
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 ?
Lead qualification criteria help businesses identify which leads are worth pursuing and converting into opportunities or customers. In Borg Desk ERP, you can define lead qualification criteria based on various factors. …
How to set Lead Conversion Criteria for Leads to Opportunities/Customers in Borg Desk CRM ?
Converting leads into opportunities or customers is a crucial step in the sales pipeline. Borg Desk CRM allows businesses to set specific criteria to qualify and convert leads efficiently.…
How to Implement / Setup / Onboard Sales CRM (Lead Management & Nurturing) in Borg Desk ERP ?
Implementing a Sales CRM or Lead Module in steps within Borg Desk ERP allows for a controlled and effective rollout. Here's a potential phased approach:…
Can we change / update / modify Price, GST%, Discount % manually while adding products in Order List in Borg Desk ERP?
Yes, in Borg Desk ERP, you can modify the Price, GST%, and Discount % manually while adding products to the Order List. This allows you to make adjustments based on specific business needs or client negotiations. The system typically provides flexibility for manual inputs on these fields to accommodate variations in pricing, tax rates, or discounts on different orders.…
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