How can I update follow-ups of every lead / Inquiry?
Follow-ups capturing is paramount important for any enterprise for detailed analysis of prospect behaviour as well as team’s performance evaluation. It has been seen in many cases, Sales executives forget to follow leads in time which results either company lost potential lead or incur loss of brand image.…
How I can track reported leads to the BORG Suite?
Tracking of logs plays very important role in complete life cycle of Lead from reporting to conversion. It takes enough time to convert any lead from the day of reporting. Most of the time, It requires very close follow up to convert potential lead in to customer.…
How to define sales team structure?
Borg allows you to create team structure up to 4 level which are defined based on reporting level. Borg does not limit size of the team i.e. team size can be up to n-numbers. To define team Structure.....…
How to supervise or monitor leads / inquiries?
Borg Suite allows each manager to monitor or supervise his / her team members activity regarding leads reported, converted including entire life cycle of the lead along with tracking logs so that required input can be shared with the team or individual in time to get fast conversion of potential lead. …
What is Lead Status & how to set it?
Lead Status defines complete cycle of a Lead from reporting to conversion. When a prospects enquire about your products or service for the first time through any channel. Borg Suite captures leads through both the ways either automatically & manually.…
Who can delete any lead?
Lead can only be deleted by admin or master admin. Deleting of lead does not have any sense. Each information about every prospect is somehow important for an enterprise. Keeping info is always contributes a lot for organization.…