What is lead conversion criteria in borg sales crm ?
Admin In Borg Desk ERP’s Sales CRM, Lead Conversion Criteria determine when a lead is qualified and ready to be converted into an Opportunity or Customer.…
How Sales Order workflow works in case of warehouse in borg desk or How Sales Order Team & Warehouse stock management team can work to process order successfully ?
Sales Order Workflow with Warehouse Management in Borg Desk ERP- In Borg Desk ERP, the Sales Order Team and the Warehouse Stock Management Team collaborate to ensure smooth order processing, inventory management, and timely dispatch. Here’s how it works:…
Can default Price (Price picked from Product master) of product items be modified / changed during placing order in sales CRM or Inventory Module ?
Can the Default Product Price Be Modified While Placing an Order in Borg Desk ERP? Yes! Borg Desk ERP allows flexibility in pricing while placing orders however Borg Desk does not recommend to allow this permission to users except in any critical situations. Here’s how it works:…
Can sales team place order from sales crm module or only Inventory module has option for placing / creating sales order?
Yes! In Borg Desk ERP, the Sales Team can create and place sales orders directly from the Sales CRM module as well as from the Inventory module. Here's how it works:…
Define or set lead qualification criteria in the Borg Desk ERP or how to filter unqualified Leads & Qualified Leads for further follow-ups in sales CRM of Borg Desk ERP ?
Lead qualification criteria help businesses identify which leads are worth pursuing and converting into opportunities or customers. In Borg Desk ERP, you can define lead qualification criteria based on various factors. …
How to set Lead Conversion Criteria for Leads to Opportunities/Customers in Borg Desk CRM ?
Converting leads into opportunities or customers is a crucial step in the sales pipeline. Borg Desk CRM allows businesses to set specific criteria to qualify and convert leads efficiently.…
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