How can Sales Team Performance be tracked or monitored by Managers in Real Time?
Admin How Can Sales Team Performance Be Tracked in BORG Desk ERP? BORG Desk ERP provides comprehensive tools for managers and companies to monitor and analyze sales team performance in real time.…
Can I track my Location of my sales team by using GPS in Borg Desk ERP ?
Can I Track My Sales Team's Location Using GPS in BORG Desk ERP? ✅ Yes! BORG Desk ERP provides GPS-based location tracking for your sales team to monitor their activities of meeting visit. Borg Desk does not recommend real time GPS tracking of Sales Executive rather Sales team use Punch-IN When they enter for meeting & Punch-Out when they out from meeting place. Borg Desk captures current location of Pinch-In & Punch-Out which ensures sales team visit of that employee.…
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.…
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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