What is Lead Distribution? & How to assign / transfer / distribute manually any Lead to my team members?
Admin If either any lead is reported to admin or lead to be transferred to another sales person in the team based on reporting system, It requires to assign lead to the concern sales person/s. Assigning lead from admin to sales team or from one sales person to another is known as Lead distribution.…
How can I Manage sales / Service quotation for my lead / prospect in Sales CRM of Borg Desk ERP?
Borg Suite helps enterprise sales teams prepare quotations based on prospect requirements in seconds. They can then email the quotes directly to the prospect's registered email address, save them for later, or print them with a single click.…
Scope of Borg Desk Sales CRM (Marketing & Sales Module of Borg Desk ERP).
The Sales CRM Module of Borg Desk ERP is designed to help businesses manage their entire sales cycle with speed, accuracy, and accountability. It captures leads from multiple sources such as India Mart, Trade India, Websites, WhatsApp API, and campaigns, ensuring that no business opportunity is missed. From the moment a lead enters the system, it moves through defined stages—enquiry, follow-up, quotation, negotiation, and closure—giving business owners complete visibility of their pipeline.…
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