How to Assign / Transfer / Distribute Leads Automatically in BORG Desk ERP?
In BORG Desk ERP, you can automate lead assignment based on predefined rules, ensuring fair distribution among your team members.

Step#1 Activation of Auto Assign / Distribution of Leads

✅Lead auto-assign is a feature that automatically assigns incoming leads to the most appropriate sales representative based on predefined criteria. This streamlines the lead distribution process, ensuring timely follow-up and increasing the chances of conversion.
✅When a new lead comes into the sales CRM from various sources, it is initially assigned to an admin. When auto-lead assignment is enabled by Setting "YES"

Steps to Enable Automatic Lead Assignment:
1️⃣ Go to: Admin Panel → Sales CRM → Tool Icon on Right Top --> Auto Lead Distribution
2️⃣ Enable Auto Assign " YES/NO"  ->  YES for Enabling Auto Assign.
3️⃣ Click on Update to save the setting.
✅Close the current window

Step#2 Making Rule & configitation for Auto Lead Distribution

Steps to Set Up Automatic Lead Assignment:
1️⃣ Go to: Admin Panel → Sales CRM → Tool Icon on Right Top --> Custom Lead Form
2️⃣ Find the "Select Lead Source" field, click the Plus(+) button to open a new page
3️⃣select the desired source, choose a sales person
4️⃣add a balance of Leads to assign maximum leads
5️⃣finally, click "Assign Source" to automatically assign leads from the selected source to the chosen sales person.
6️⃣ Click on Update to save the setting.

✅Now A specific lead source is assigned to a particular Group of sales persons, leads from that source would be automatically assigned to those sales persons one by one on the basis of sequencial logic every five minutes. You can assign multiple other sales persons or group of sales persons to a single lead source, or you can assign multiple lead sources to a single sales person.

7️⃣ Click on Assign Source to Save & Activate to enable automatic lead distribution.

Additional Features:
✅ Manual Reassignment – Managers can reassign leads anytime.
✅ Lead Escalation Rules – If a lead is not acted upon within a set time, it can be reassigned automatically.
✅ Notifications – Assigned team members receive instant alerts about new leads.

Would you like assistance in setting up a custom rule for your team?  Pls so contact our support team or product managers.
For Image Reference, Learn More About Lead Assignment / Distribution Automatically -

Admin

March 24, 2024

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