What is Lead Distribution? & How to assign / transfer / distribute any Lead to my team members?
Admin If either any lead is reported to admin or lead to be transferred to another sales person in the team based on reporting system, It requires to assign lead to the concern sales person/s. Assigning lead from admin to sales team or from one sales person to another is known as Lead distribution.…
How can I generate sales quotation for my lead / prospect?
Borg Suite helps enterprise sales teams prepare quotations based on prospect requirements in seconds. They can then email the quotes directly to the prospect's registered email address, save them for later, or print them with a single click.…
Scope of Borg Marketing & Sales Module.
User Level : BORG Reporting system facilitates Master admin to distributes responsibilities & team management efficiently. BORG ensures higher conversion rate. Level 4 (L4) – Director / CEO / COO / Business Head Level 3 (L3)- Higher Level Managers – Reporting to Level-4 Manager -- Can ne N... Numbers Level2 (L2)– Middle Level Managers- Reporting to Level-3 Manager-- Can ne N... Numbers Level1 (L1)- Sales Executives / Tele-callers - Reporting to Level-2 Manager--- Can ne N... Numbers …
How can I prepare GST Invoices?
Borg Suite is equipped to generate GST enable Invoice. Login to Borg --------- > Go to Accounting & Finance module --------- > click on Side Menu “Generate Invoice” ---------- > Fill all required details -------> Select Products or service from the list ------- > Fill Quantity, Price, GST Type, GST Rate etc --------- > Click on “Generate Invoice” As shown below-…
Can I define my own serial numbers of Invoice?
Invoice Serial Number varies enterprise to enterprise. Defile a sequence of serial number which is convenient for your business.…
Can I add multiple Products or Service in the Invoice? Is there any limit of product & service?
Yes, Click on “Add More” option just right side of “Product and service” to add multiple products & services…
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