How to Activate & Use Custom Lead Form in Borg Desk ERP?

Borg Desk ERP allows businesses to customize lead forms to capture specific information relevant to their sales process. Below are the steps to activate and use a custom lead form effectively.

Custom Lead Form facilitates all clients to customised lead Form, Lead Source, Lead Status, Product / Service, Product service Category etc.. or New boxes addition of deactivation of old boxes from Additional form fields.  
Standard form part of leads form can not be modified however fields can be made mandatory ( Required) or un-editable once form is submitted by sales person.
Borg Shows standard form by default however custom lead form can be activated by just selecting active button from top of this window shown above.

1️⃣ Activate Custom Lead Form
✅ Go to: Sales CRM Module → Click on tool Icon on Right Top--→ Click on Custom Lead Form
✅ Select "Activate" to activate Custom Lead Form
✅ We have following form fields for our 5 type of choices to activate(Yes), De-activate (No), Activate with Mandatory(Required), Activate with Un-Editable (Un-Editable), Activate with Mandatory as well as Un-Editable (Both).
✅Those Fields Are- 
✔Product / Service Info - It consists of Product Category & Product/Service Name If It's set with above Relevant Choices.
✔Deal Size  -  Deal Size allows to Enter & Maintain Ticket Size of the Deal with Lead If It gets converted. Generally, It's set by Sales Person which helps themselves, Managers & Company to figure our Sales Volume in Pipeline with various filters.
✔Select Lead Status - This allows to set customised Lead Stages / Lead Status / Lead Funnel / Lead Journey from Reporting to Conversion. 
✔Select Lead Source - This Allows to set customised Lead Sources (Where lead is coming from) as per practice in the organisation like India Mart, Website, Facebook, Google, Referral Etc.   
✔Select Lead Type - This shows Temperature of Leads to set like Very Hot, Hot, Warm, Cold etc.  
✔Select Remark -  This box can be used for putting some additional information regarding lead but not for adding logs regarding follow up as there is a another place called Track Log in the lead action button to maintain this.
✔Address Information  -  This activates 4 fields as a time which are -Country, State, City Name & Address input box  
✔Contact No  - This facilitates to make Contact no Mandatory (Required) or Un-Editable (Un-editable post submission) or Both (Mandatory & Un-editable) of them 
✔Duplicate Contact No - It has 2 options ( YES/NO). If YES, It will allow to add multiple leads with same contact no. By-Default, It's set NO
✔Duplicate Email Id -  It has 2 options ( YES/NO). If YES, It will allow to add multiple leads with same Email id. By-Default, It's set NO
✔Duplicate Company or Person Name(billing purpose) - It has 2 options ( YES/NO). If YES, It will allow to add multiple leads with same Company Name. By-Default, It's set NO
✔Email Id - This facilitates to make Lead's Email ID, Mandatory (Required) or Un-Editable (Un-editable post submission) or Both (Mandatory & Un-editable) of them. By Default, It's not mandatory & also Editable.
✔Company or Person Name - This facilitates to make Lead's Company Name, Mandatory (Required) or Un-Editable (Un-editable post submission) or Both (Mandatory & Un-editable) of them. By Default, It's not mandatory & also Editable.
✔Reporting Date- This facilitates to make Reporting Date, Mandatory (Required) or Un-Editable (Un-editable post submission) or Both (Mandatory & Un-editable) of them. By Default, It's not mandatory & also Editable.

✅Along with Above Fields, Last Box is ✔Additional Custom lead form, We need to Set YES to activate this If we need more New Form Fields as per our business requirement In which, We can set 15 more fields in the Lead Form
✅Click on "Update" to Save & apply all above settings.

2️⃣ Add Additional Customize Fields in Lead Form
✅ Go to: Sales CRM Module → Click on tool Icon on Right Top--→ Click on Custom Lead Form
✅ Start with Step-1 explained above if not yet done.
✅ Scroll Down to Last Field called "Additional Custom Lead Form" & It must be set Yes to activate. If not yet done, Do it first & click on Update & then move Forward.
✅Click on Plus(+) Sign in the extreme right of this field to open new dialog box to create new fields.
✅Enter Field Position in between 1-15 ( Make Sure, It must not been used earlier) & This also ensure sequence of custom new fields to display in the lead form.
✅Enter Field Name (Label/Display Name) (e.g., Industry, Lead Budget, Business Size)
✅ Select Field Type (Text, Dropdown, Date, Checkbox, Number, etc.)
✅ Define Field Rules (Mandatory, Optional, Read-Only)
✅ Click Save to apply
✅ Similarly up to 15 More Fields can be added one by one

Example Use Cases:
Select(Dropdown): "Lead Source" (Facebook, Google, Referral, Website)
Number: "Number of Employee" to track Size of Organisation
Text Box: "Customer Requirement Notes" for detailed input

3️⃣ Arrange & Reorder Fields
✅ Go to: Lead Form Layout Editor ( By Clicking on Plus(+) on the extreme right of Addition Custom Form Field
✔ Put Position Number to keep all additional fields in a sequence as required
✔ Click Update to save New Layout for finalize changes

4️⃣ Use the Custom Lead Form
✅ Go to: Sales CRM → Leads Opportunities → Add New Lead
✔ The custom fields will appear in the lead form at the bottom
✔ Enter lead details and Save the record
✔ Check if all data is stored & displayed correctly

Final Tip:
Customizing your Lead Form ensures better lead qualification, improved sales tracking, and streamlined CRM workflows. Let us know if you need help setting up lead automation!
 

Admin

March 24, 2024

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