Project Sales Quotation - How to Generate a New Project Quote in Sales CRM Module of Borg Desk ERP ?
Admin A Project Quote in Borg Desk ERP helps businesses provide accurate pricing for project-based services & Bill of Materials (BOQ). It includes details such as scope, pricing, deliverables, and terms.…
How Leads can be automatically assigned to the Sales Person?
Automatically distributing leads to your sales team ensures quick response times, improved efficiency, and fair workload distribution. Here’s how you can set up Lead Auto Distribution in BORG Desk ERP Sales Module. …
How to Add Additional fields in Lead Form?
By following this steps you will be able to add Additional fields in the Lead form…
How to view Deal value for each Lead in Marketing & Sale?
With this feature In Borg Suite. the enterprise is able to see in Marketing & Sales the particular lead budget or value by which they decide the priority of lead. Click on Marketing & Sale -> Go to the side menu bar -> click on Manage All Lead -> click on download button -> here we get an excel file of all leads with deal size for every lead.…
Where can we view the Lead score?
In BORG we implemented lead score and we see this feature in the Tracking log of all leads and parameters updated in the log when we update lead details. Click on Marketing & Sale -> Go to the side menu bar -> click on Manage All Leads where you will See the Score column in the table.…
Where can I set the IVR Key?
IVR is a newly implemented feature in BorgSuite at 3rd Party Setting where we set API KEY as per our BORG module. 3rd Party Setting -> find IVR settings -> change the Auth Code -> click on Update button.…
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