Who can delete any lead?
Admin 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 or How to mark a lead as converted in Borg Desk ERP / CRM?
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 in the lead management? Can it be customized according to my business need or they are standard in Borg Desk ERP Sales CRM?
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 manually 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.…
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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