What is Lead / Inquiry?
Admin Lead is a reported inquiry who is having interest to buy your products or services through various channels like telephone, Mail, website, online campaign, offline campaign etc. Sales team is assigned to convert inquiry in to qualified lead to further follow-up for conversion to sale the product & Service.…
How can I add / capture new Lead / Inquiry?
Borg facilitates various ways to enter or report leads / inquiry in the system. Some of ways are listed below- Manually Addition Missed call Ø Website Online campaign From other third party software…
How to supervise or monitor leads / inquiries?
Borg Suite allows each manager to monitor or supervise his / her team members activity regarding leads reported, converted including entire life cycle of the lead along with tracking logs so that required input can be shared with the team or individual in time to get fast conversion of potential lead. …
What is Lead Status / Lead Journey / Lead Funnel / Lead Stages & how to set it into Borg Desk CRM?
Lead Status defines complete cycle of a Lead from reporting to conversion. When a prospects enquire about your products or service for the first time through any channel. Borg Suite captures leads through both the ways either automatically & manually.…
Who can delete any lead?
Lead can only be deleted by admin or master admin. Deleting of lead does not have any sense. Each information about every prospect is somehow important for an enterprise. Keeping info is always contributes a lot for organization.…
What is the meaning of Lead conversion or How to mark a lead as converted in Borg Desk ERP / CRM?
Conversion is one of the status of lead life cycle. When a lead becomes customer after follow-ups then lead status gets updated as “conversion”.…
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