How to Upload Signature and LOGO For Invoice in Accounts?
Admin Borg Suite is enabled to upload signatures for invoices in Module settings. Click on Setting Icon -> under that Click on Module Settings -> Go to Accounting And Finance -> Choose a new image or blank image in Upload Signature option -> click on Update button. …
Where can we view the Lead score?
In BORG we implemented lead score and we see this feature in the Tracking log of all leads and parameters updated in the log when we update lead details. Click on Marketing & Sale -> Go to the side menu bar -> click on Manage All Leads where you will See the Score column in the table.…
Where can I set the IVR Key?
IVR is a newly implemented feature in BorgSuite at 3rd Party Setting where we set API KEY as per our BORG module. 3rd Party Setting -> find IVR settings -> change the Auth Code -> click on Update button.…
Where can we view IVR status?
In BORG when we call a contact person of that lead a particular status generated is displayed in lead status. Click on Leads / Sales CRM -> Go to the side menu bar -> click on Manage All Leads -> in lead Status we can view IVR Status like the answer. …
How to Add New AMC In Service Desk?
Borg allows the admin and user to add a new AMC for a particular enterprise which increases the finance of the enterprise. Click on Service Desk -> Go to the side menu bar -> click on Add New AMC -> Fill all the details - > click on Submit Contract. …
How to Manage AMC Contract in Service Desk?
Borg allows the admin and user to manage the AMC contract for the enterprise. Click on Service Desk -> Go to the side menu bar -> click on Manage AMC -> View the Manage AMC Contract. …
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