What is Lead Source in the lead management? Can it be customized according to my business need or they are standard in Borg Desk ERP Sales CRM?
Admin Lead Source refers to the channel or medium of lead generation though which a prospect comes to know about product & service.…
What is Lead Distribution? & How to assign / transfer / distribute manually any Lead to my team members?
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 Manage sales / Service quotation for my lead / prospect in Sales CRM of Borg Desk ERP?
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 or generate GST Sales Invoices / Bills in Accounts Module of Borg Desk ERP?
Creating GST invoices in Borg Desk ERP is a simple and automated process. Follow these steps to generate GST-compliant invoices efficiently: …
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.…
.png)