How to Track Pending Lead Follow-ups in BORG Desk ERP?

Keeping track of pending lead follow-ups is crucial for maintaining customer engagement and maximizing conversions. BORG Desk ERP Sales CRM provides an easy way to monitor and manage all your pending follow-ups efficiently.

Steps to Track Pending Lead Follow-ups:
1️⃣ Go to: Sales CRM → Pending Follow ups → Today's Follow-ups & Past Follow-ups
✔Click on Today's Follow-ups if need to views all follow-ups leads scheduled for today (Displays all overdue for Today)
✔Click on Past Follow-ups(Check Previous Follow-ups Logs) if need to view all older pending Leads which got missed to follow by sales person (Displays all overdue & Older scheduled pending follow-ups)
✔Can be filter upcoming scheduled follow-ups (Displays all overdue & upcoming follow-ups)
2️⃣ Click on "Lead" to manage as required to follow
3️⃣ Use Filters to Find Specific Follow-ups:
4️⃣ Sort by Follow-up Date (Oldest to Newest)
5️⃣ Click on a Lead to View Full Details

Lead Tracking & updates Track Log & scheduled Next Follow ups
Click to learn in details

Additional Features to Manage Follow-ups:
✔ Automated Follow-up Reminders: Get alerts for due follow-ups
✔ WhatsApp & Email Follow-ups: Send messages directly from the system
✔ Team-wise Follow-up Reports: Monitor team performance on follow-ups
✔ Custom Follow-up Stages: Define your own stages for lead nurturing

✅ Benefits of Tracking Pending Follow-ups in BORG Desk ERP:
✔ Never Miss an Opportunity – Stay on top of every lead
✔ Better Lead Conversion – Regular follow-ups increase closure rates
✔ Clear Follow-up History – Easy tracking of past interactions
✔ Automated Reminders – Reduce manual effort & improve efficiency

Would you like to integrate WhatsApp follow-ups for better engagement? 

Admin

March 25, 2023

0 Comments

Share this post