What is the meaning of Lead conversion or How to mark a lead as converted in Borg Desk ERP / CRM?
What is Lead Conversion?
Lead Conversion refers to the process of transforming a potential lead (a prospect or inquiry) into an opportunity or a paying customer in a business's sales cycle.
When a lead meets specific qualification criteria, it is considered ready to move forward in the sales funnel. This transition is known as lead conversion.
How Lead Conversion Works?
1️⃣ Lead Qualification – Assess if the lead is genuinely interested and fits the target customer profile.
2️⃣ Engagement & Nurturing – Follow up through calls, emails, or meetings to understand the prospect’s needs.
3️⃣ Proposal & Negotiation – Share pricing, proposals, or demos to help the prospect make a decision.
4️⃣ Decision Making – If the prospect agrees to proceed, they are marked as a converted opportunity or customer.
Lead Conversion in Borg Desk CRM
✔Lead → Opportunity (When a lead shows genuine interest in the product/service)
✔Opportunity → Customer (When the deal is closed successfully)
✔ Borg Desk provides a status called "Converted" to mark a lead as converted
✔ Once Lead is marked converted, It moves to customer register
✔ Lead can move to customer register only when Unique Contact no, Unique Email ID & Unique Company name is filled appropriately
✅ Example:
A business receives an inquiry from a potential customer. After discussions and a demo, the prospect agrees to proceed with a purchase. This conversion of the lead into a customer is called Lead Conversion.
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