Converting leads into opportunities or customers is a crucial step in the sales pipeline. Borg Desk CRM allows businesses to set specific criteria to qualify and convert leads efficiently. Conversion criteria varies from business to business & customer to customer. A can work well for me however can be worst for other. 

Few Criterias for Converting Leads to Opportunities are mentioned here -

A lead should be moved to an Opportunity when:
✅ Lead has shown interest in purchasing
✅ Budget is discussed or approved
✅ Sales demo or proposal has been shared
✅ Decision-makers are involved in the conversation
✅ There is a defined timeline for purchase
✅ The deal is successfully closed (payment received, contract signed)
✅ The product/service is delivered or onboarding has started
✅ Customer has confirmed the purchase decision

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

Admin

March 02, 2025

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