How Leads can be automatically assigned to the Sales Person?
Step 1➖First Login to BORG Suite ERP and then open Sales CRM Module.
Automatically distributing leads to your sales team ensures quick response times, improved efficiency, and fair workload distribution. Here’s how you can set up Lead Auto Distribution in BORG Desk ERP Sales Module. Click to Learn More About Auto Distribution Concept
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'.
Additional Features:
✔ Automated Lead Reassignment: If a rep doesn’t follow up, leads can be reassigned
✔ Notification Alerts: Sales reps get instant notifications when a new lead is assigned
✔ Performance Tracking: Monitor lead conversion rates per sales rep
✅ Benefits of Lead Auto Distribution in BORG Desk ERP
✔Faster Response Time – No manual lead allocation delays
✔Better Team Productivity – Balanced workload among sales reps
✔Improved Lead Tracking – Clear ownership of leads for follow-ups
✔Flexible Assignment Rules – Customize lead allocation based on your business needs
Would you like assistance in setting up advanced distribution rules?
Click to Learn More About Auto Distribution Concept
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