What is Lead Source in the lead management? Can it be customized according to my business need or they are standard in Borg Desk ERP Sales CRM?
Borg Suite Allows enterprises to set Lead sources based on their nature of business or channels they are using to reach to the potential prospects.
What is Lead Source in Lead Management?
Lead Source refers to the origin or channel from which a potential lead has come into Borg Desk ERP system. It helps businesses track and analyse where their leads are coming from, enabling them to optimize marketing efforts and sales strategies.
Can Lead Source Be Customized in Borg Desk ERP Sales CRM?
✅ Yes, you can fully customize the Lead Sources in Borg Desk ERP Sales CRM according to your business needs. While the system provides standard lead sources, you can add, edit, or remove them based on your specific industry and sales process.
Standard Lead Sources in Borg Desk ERP for Example-
By default, Borg Desk ERP provides commonly used lead sources, such as:
✔ Website Form Submissions
✔ Social Media (Facebook, LinkedIn, Instagram, etc.)
✔ Google Ads
✔ Cold Calling
✔ Email Campaigns
✔ Trade Shows & Events
✔ Word of Mouth
✔ Referrals
✔ Walk-ins
How to Customize Lead Sources in Borg Desk ERP?
✅ Step 1: Go to the Sales CRM Module
✅ Step 2: Navigate to Tool Icon Settings on top right
✅ Step 3: Click on Custom Lead Form
✅ Step 4: Click on the custom Plus (+) Sign ( You will be landing to Custom Lead Source Page)
✅ Step 5: Enter Lead Source Label Name & Click on plus (+) Sign to expand input box
✅ Step 6: Enter the custom lead source name (e.g., "Facebook" or "Google Ads")( No Limit of Adding Source)
✅ Step 7: Click on Update to save the settings, and the new lead source will be available for selection
Benefits of Customizing Lead Sources:
✔ Better Tracking & Analysis – Identify the most effective channels for lead generation.
✔ Improved Decision-Making – Allocate marketing budgets based on high-converting sources.
✔ Enhanced Reporting – Generate reports to evaluate performance by lead source.
✔ Personalized Follow-Ups – Engage leads based on their source for better conversion rates.
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
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