How to Update the Lead Status, Next Follow-up Date, New Track Log and View Track Log of Leads in Borg Desk ERP?
Admin Managing leads efficiently is crucial for tracking sales progress and customer interactions. Here’s how you can update lead status, add logs, and view lead summaries in BORG Desk ERP Sales Module. Tracking of logs plays very important role in complete life cycle of Lead from reporting to conversion. It takes enough time to convert any lead from the day of reporting. Most of the time, It requires very close follow up to convert potential lead in to customer. If Entire follow up logs are stored somewhere it helps not only in analyzing potential of leads bit also sales team’s efforts in converting the leads. Tracking logs also let you know the reason behind any lead status & provide justification for the same. Borg facilitates every salesperson to maintain tracking logs on every conversation with prospects. …
How to Add User and define Sales team structure?
In the BORG Sales CRM enterprises will easily Add User and define team structure by following these steps…
How to Add New Lead, Upload leads in bulk and Download Lead Data in Sales CRM?
Add new lead, Upload Lead in bulk and download the lead data easily by following this steps …
How to Change the theme of BORG Suite Erp from Admin Dashboard?
Change theme easily by following these steps…
How to Add and Delete Branch Master from Admin Dashboard?
Add and Delete Easily Branch from Branch Master by following these steps…
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