Can sales team place order from sales crm module or only Inventory module has option for placing / creating sales order?
Admin Yes! In Borg Desk ERP, the Sales Team can create and place sales orders directly from the Sales CRM module as well as from the Inventory module. Here's how it works:…
Define or set lead qualification criteria in the Borg Desk ERP or how to filter unqualified Leads & Qualified Leads for further follow-ups in sales CRM of Borg Desk ERP ?
Lead qualification criteria help businesses identify which leads are worth pursuing and converting into opportunities or customers. In Borg Desk ERP, you can define lead qualification criteria based on various factors. …
How to set Lead Conversion Criteria for Leads to Opportunities/Customers in Borg Desk CRM ?
Converting leads into opportunities or customers is a crucial step in the sales pipeline. Borg Desk CRM allows businesses to set specific criteria to qualify and convert leads efficiently.…
How to Implement / Setup / Onboard Sales CRM (Lead Management & Nurturing) in Borg Desk ERP ?
Implementing a Sales CRM or Lead Module in steps within Borg Desk ERP allows for a controlled and effective rollout. Here's a potential phased approach:…
Project Sales Quotation - How to Generate a New Project Quote in Sales CRM Module of Borg Desk ERP ?
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 to Activate/Deactivate the Custom Lead Table in ERP ?
Activate/Deactivate the Custom Lead Table in ERP…
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