Biziverse Questions & Answers

Using IndiaMart's 'Lead Manager Pull API,' leads can be imported into Biziverse every few minutes. This enables scheduled data retrieval at certain intervals, usually every five minutes for the best lead flow.

Biziverse uses its CRM and lead tracking features to alert you to pending follow-ups for raw leads. To make sure no lead is overlooked, it automatically reminds you and flags past-due follow-ups in your dashboard. For improved engagement, you can also efficiently arrange and rank raw leads using filters.

To import leads from Facebook (Meta) forms into Biziverse, follow the steps given below:

• Open Biziverse
• Navigate to the settings or integration menu
• Link your Facebook account
• Select the specific Meta lead forms you wish to sync with Biziverse
• Click on the import option
• Biziverse will automatically fetch leads from the selected Facebook forms.

To apply filters to identify high-priority prospects in Biziverse, follow the steps given below:

• Open Biziverse
• Navigate to the Leads module
• Utilize advanced filters to sort by tags, priority, or last interaction.

Biziverse provides the ability to set up automated reminders and notify customers about outstanding invoices, enabling businesses to actively follow up on past-due payments using email, SMS alerts, and a centralized dashboard to monitor receivable balances. In the end, this decreases late payments and speeds up the collection process.

To import leads into Biziverse from an Excel file, follow the steps given below:

• Open Biziverse
• Navigate to the Leads module
• Utilize the 'Import Leads' option
• Download the template, fill in the required details, and upload back into the system for validation and import.

To configure pricing rules and discounts in Biziverse, follow the steps given below:

• Log in to Biziverse
• Navigate to the settings or administration tab
• Go to the pricing section
• Define conditions such as volume discounts, customer-specific pricing, or seasonal discounts
• Attach discounts to specific products or customer categories as per your requirements
• Save and Apply

To convert a quotation into a proforma invoice (PI) in Biziverse, follow the steps given below:

• Open Biziverse
• Choose the quotation
• Select 'Convert to PI'
• Review and edit the details
• Hit Save

To analyze delays in order fulfillment in Biziverse, follow the steps given below:

• Open Biziverse
• Navigate to the 'Order Management' module
• Now, view timelines and generate reports identifying delays

To create an e-Way Bill in Biziverse, follow the steps given below:

• Open Biziverse
• Navigate to the invoicing section
• Enter the shipment and tax details
• Generate e-Way Bills.