How Leads can be automatically assigned to the Sales Person?
Step 1➖First Login to BORG Suite ERP and then open Sales CRM Module.
Step 2➖In the Sales CRM module, click the tool icon located in the top-right corner.
Step 3➖Clicking the Tool Icon opens a new page then locate "Custom Lead Form" box, then click the "Read More" button.
Step 4➖Clicking the "Read More" button opens a new window, then locate Select Lead Source and then click on “+ icon”.
Step 5➖To assign a lead, click the “+” icon to open a new page. Select an Employee Name, then Select Lead Source, and then Add Balance, then assign the lead to a Sales Person by clicking 'Assign Source'.
Step 6➖Once you've assigned the Lead Source to the Sales Person, close the current window. Then, locate the 'Auto Lead Distribution' section and click the 'Read More' button.
Step 7➖To enable Auto Lead Assign in the BORG Suit ERP, click the 'Read More' button to open a new window. Locate the 'Lead Auto Assign' section, check the 'Yes' box, and click 'Update'.
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