What is Lead Journey & How to set lead journey stages in Borg Desk Workplace ERP ?
Admin What is a Lead Journey? A Lead Journey is the complete lifecycle of a prospect (lead) from the moment they first interact with your business until they either convert into a customer (sale) or drop off. It helps you track where a lead stands today, what actions are needed next, and ensures no lead is lost in miscommunication or negligence.…
How to Integrate CRM with WordPress MetForm Plugin
How to Integrate CRM with WordPress MetForm Plugin…
How Borg Desk AI work in Sales CRM for enhancing lead conversion ?
How Borg Desk AI work in Sales CRM for enhancing lead conversion ? Yes, Borg Desk AI in Sales CRM is planned for future updates to enhance Lead conversion capabilities However There is no fixed timeline yet, but our development team is actively working on this feature for upcoming releases.…
Sales Quote Generation - How to Generate Manage, Edit, Update, Print and Delete Quotations for the Lead from Sales CRM?
How to Generate a Sales Quotation in BORG Desk ERP? BORG Desk ERP allows you to create and send professional sales quotations effortlessly. There are 5 Types of different Designs for generating Quotations as per business requirements.…
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