How to supervise or monitor leads / inquiries?
Borg Suite allows each manager to monitor or supervise his / her team members activity regarding leads reported, converted including entire life cycle of the lead along with tracking logs so that required input can be shared with the team or individual in time to get fast conversion of potential lead. …
What is Lead Status & how to set it?
Lead Status defines complete cycle of a Lead from reporting to conversion. When a prospects enquire about your products or service for the first time through any channel. Borg Suite captures leads through both the ways either automatically & manually.…
Who can delete any lead?
Lead can only be deleted by admin or master admin. Deleting of lead does not have any sense. Each information about every prospect is somehow important for an enterprise. Keeping info is always contributes a lot for organization.…
What is the meaning of Lead conversion?
Conversion is one of the status of lead life cycle. When a lead becomes customer after follow-ups then lead status gets updated as “conversion”.…
What is Lead Source? Can it be defined according to my need or they are standard?
Lead Source refers to the channel or medium of lead generation though which a prospect comes to know about product & service.…
What is Lead Distribution? & How to assign / transfer / distribute any Lead to my team members?
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.…