How & Where to Upload Logo & Signature for Sales Quotation ( Service Quote / Product Quote / Project Quote ) in Borg Desk Workplace?
Admin Learn how to upload your company logo and authorized signature for Sales Quotations in Borg Desk Workplace ERP. Step-by-step guide to personalize your business documents and maintain professional branding.…
What is the difference in Service Quote, Product Quote & Project Quote in Borg Desk Workplace ERP ?
Learn the key differences between Service Quote, Product Quote, and Project Quote in Borg Desk Workplace ERP. Understand when to use each — from service-based pricing and product sales to complex project BOQs — for accurate quotations and better workflow automation.…
How to Generate Service Quote in Borg Desk Workplace ?
Learn how to generate a professional Service Quote in Borg Desk Workplace ERP. Step-by-step guide covering quote creation, adding services, GST settings, and sending quotes directly to customers.…
What is Lead Journey & How to set lead journey stages in Borg Desk Workplace ERP ?
What is a Lead Journey? A Lead Journey is the complete lifecycle of a prospect (lead) from the moment they first interact with your business until they either convert into a customer (sale) or drop off. It helps you track where a lead stands today, what actions are needed next, and ensures no lead is lost in miscommunication or negligence.…
How to Integrate CRM with WordPress MetForm Plugin
How to Integrate CRM with WordPress MetForm Plugin…
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