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.
Borg Desk defines qualification of leads based on Status set in the leads like Leads status :"Junk Lead", "Not Interested" Etc. can be set as unqualified leads & can be removed from follow-up funnel.
Steps to Define Lead Qualification Criteria in Borg Desk ERP:
1️⃣ Login to Borg Desk ERP
Navigate to Sales CRM > Tool Icon on top right
✅ Click on Custom Lead Form
✅ Click on the custom Plus (+) Sign at the extreme right of Lead Status box ( You will be landing to Custom Lead Status Page)
✅ Find check boxes at the Left most column parallel to Lead Status( Do set Lead Status first if not yet done to configure lead qualification)
✅ Tick Mark respective status just under the column name "Qualified Item"
✅ Click on "update" to save the configuration or modification
✔Ensure the criteria are saved and tested with incoming leads.
✔ If lead is not set qualified, Leads can not be visible for follow up eventhough it's been tick mark on followup item.
Benefits of Defining Lead Qualification in Borg Desk ERP:
✔ Filter Out Unqualified Leads – Focus on genuine prospects.
✔ Boost Sales Productivity – Sales teams engage with the right leads.
✔ Increase Conversion Rates – Higher chances of closing deals.
✔ Automate Lead Scoring – Reduce manual work with smart rules.
You may also have one-to-one session with our Product Manager Reach out to us on https://wa.me/918506009898 or Mails us from your regisrted email id to "[email protected]" our team will get back to you
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