How to Track Pending Leads followups in Borg Desk ERP ?
Admin 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:…
Can a duplicate quote be assigned to different customer in BORG Desk ERP?
NO! In BORG Desk ERP, a Duplicate Quote cannot be assigned to a different customer, but a Revised Quote can be created for the same customer.…
How to Activate & Implement Custom Lead Form including Additional Customized Lead Form fields into business in Borg Desk ERP?
How to Activate & Use Custom Lead Form in Borg Desk ERP? Borg Desk ERP allows businesses to customize lead forms to capture specific information relevant to their sales process. Below are the steps to activate and use a custom lead form effectively.…
.png)