Auto Lead Distribution - How to assign / transfer / distribute any Lead to my team members Automatically in Borg Desk ERP?
Admin 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.…
How can I update my bank transactions in Account Module of Borg Desk Account ?
Updating Bank Transactions in Borg Desk ERP - Accounts Module. You can efficiently update, track, and manage bank transactions in the Accounts Module of Borg Desk ERP to keep your financial records accurate and up to date.…
Can I manage my Office General Expense in Borg Desk ERP ?
Managing Office General Expenses in Borg Desk ERP- Yes, you can easily manage your Office General Expenses in Borg Desk ERP using the Accounts Module. It allows you to track and categorize expenses efficiently for better financial management.…
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