How to Find Out Pending Follow-Ups for any Sale Person or Team in a Marketing & Sales Module?
By this, Feature in Borg we enable the lead status which can be viewed in pending follow-ups, and update it accordingly. Click on Marketing & Sale -> Go to the side menu bar -> click on Pending Follow-Ups -> Select Assignee from Assignee Filter -> click on Search button -> View the details …
Where can we view IVR status?
In BORG when we call a contact person of that lead a particular status generated is displayed in lead status. Click on Marketing & Sale -> Go to the side menu bar -> click on Manage All Leads -> in lead Status we can view IVR Status like the answer. …
Where can I set the IVR Key?
IVR is a newly implemented feature in BorgSuite at Profile & Settings here we set API KEY as per our BORG module.Click on Profile & Settings -> Go to IVR settings -> click on it -> change the key -> click on Update button . …
What are the parameters of Lead Score?
Due to these parameters of the Lead score, we rated every lead and its weightage. The parameters of Lead Score are given as Lead Name - ( 1) Lead Contact - (2) Lead Email - (1) B- Budget -(2) A-Authority- (2) N-Need -(1) T-Time Frame- (1) …
How to update Status In Qualified Leads?
The status which we update in BORG for any lead in custom lead status that particular status shows in Qualified leads menu which we checkmark as qualified leads. Click on profile & Settings -> Go to Custom Set up Option -> in select lead status click on + sign -> click on Checkbox of Status -> click on Update button.…
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 side menu bar -> click on Manage All Leads …