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. …

Generate Lead Quotation easily by following these steps…

Mange, Download, Edit / Update and Print Quote as PI by following these steps…

Generate Quote as PI easily by following these steps…

Managing leads efficiently is crucial for tracking sales progress and customer interactions. Here’s how you can update lead status, add logs, and view lead summaries in BORG Desk ERP Sales Module. Tracking of logs plays very important role in complete life cycle of Lead from reporting to conversion. It takes enough time to convert any lead from the day of reporting. Most of the time, It requires very close follow up to convert potential lead in to customer. If Entire follow up logs are stored somewhere it helps not only in analyzing potential of leads bit also sales team’s efforts in converting the leads. Tracking logs also let you know the reason behind any lead status & provide justification for the same. Borg facilitates every salesperson to maintain tracking logs on every conversation with prospects. …

Manage Qualified Leads Easily by following these steps…