How to Add Additional fields in Lead Form?
Admin By following this steps you will be able to add Additional fields in the Lead form…
How to view Deal value for each Lead in Marketing & Sale?
With this feature In Borg Suite. the enterprise is able to see in Marketing & Sales the particular lead budget or value by which they decide the priority of lead. Click on Marketing & Sale -> Go to the side menu bar -> click on Manage All Lead -> click on download button -> here we get an excel file of all leads with deal size for every lead.…
Where can we view the Lead score?
In BORG we implemented lead score and we see this feature in the Tracking log of all leads and parameters updated in the log when we update lead details. Click on Marketing & Sale -> Go to the side menu bar -> click on Manage All Leads where you will See the Score column in the table.…
Where can I set the IVR Key?
IVR is a newly implemented feature in BorgSuite at 3rd Party Setting where we set API KEY as per our BORG module. 3rd Party Setting -> find IVR settings -> change the Auth Code -> click on Update button.…
Where can we view IVR status?
In BORG when we call a contact person of that lead a particular status generated is displayed in lead status. Click on Leads / Sales CRM -> Go to the side menu bar -> click on Manage All Leads -> in lead Status we can view IVR Status like the answer. …
How to Manage, Edit, Update, Print and Delete Quotations for the Lead from Sales CRM?
Manage, Edit, Update, Print and Delete Quotations for the Lead from Sales CRM easily by following these steps …
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