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How to transfer calls from one user to another in Marg Software ?

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Ans.1

Marg ERP has provided a simple and automated provision of Order Calling that will eliminate the need to type customer’s contact number to place calls and receives orders i.e. the user can directly call their customers by scanning the QR Code on their Marg Order Calling App displayed in the software.

With the help of this option user can also transfer the calls one user to another as per the requirement. In order to transfer calls, the user needs to follow the below steps:

  • Firstly , Go to Daily Reports > Order CRM > Transfer Calls.

  • A Call Transfer process window will appear with some options:

1. Existing User:- Select that user whose call you needs to transfer.

Suppose, Select "A".

2. Transfer To:- Select the user to whom you want to transfer the call.

Suppose, Select "001".

3. From & Upto : Select the date range upto which date the calls needs to be transfer.

Suppose, Select "01/10/2020-01/10/2020".

Then click on 'Save' to save the details.

After following the above steps, the user can transfer the call one user to another user.


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