Step-by-Step Guide for Data Migration into BORG Desk Accounts Book Module
Admin Migrating your financial data into BORG Desk ERP is crucial for accurate financial tracking and seamless operations. Follow these steps to ensure a smooth transition…
How to Track Pending Leads followups in Borg Desk ERP ?
Keeping track of pending lead follow-ups is crucial for maintaining customer engagement and maximizing conversions. BORG Desk ERP Sales CRM provides an easy way to monitor and manage all your pending follow-ups efficiently.…
Sales Module - How to set WhatsApp Communication Template for Auto Notifications in Borg Desk Sales Module ?
How to Set WhatsApp Communication Template in BORG Desk Sales Module? Setting up a WhatsApp Communication Template in BORG Desk Sales Module helps automate customer interactions like order confirmations, reminders, and follow-ups.…
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:…
Auto Lead Distribution - How to assign / transfer / distribute any Lead to my team members Automatically in Borg Desk ERP?
How to Assign / Transfer / Distribute Leads Automatically in BORG Desk ERP? In BORG Desk ERP, you can automate lead assignment based on predefined rules, ensuring fair distribution among your team members.…
How to Set Lead Form Fields User-Wise Permission in BORG Desk ERP?
In BORG Desk ERP, you can control which users have access to specific Lead Form Fields by setting user-wise permissions. Follow these steps to configure it:…
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