Agar aap B2B portal par “lead” ki baat kar rahe hain, to Customer Support Executive (CSE) ka role mainly lead ko handle karke customer ko proper response dena aur sale/requirement process ko support karna hota hai. B2B portal par lead par kya karna hota hai?Jab portal par kisi customer ki enquiry/lead aati hai, CSE generally: Lead check karta hai — customer kya product/service maang raha hai. Customer ko call ya message karta hai — requirement samajhne ke liye.
Basic details leta hai — quantity, location, budget, requirement, delivery etc. Product/service ki information deta hai aur available ho to quotation/share price deta hai. Lead ko follow-up karta hai — customer interested hai ya nahi, ye confirm karta hai.
Lead status update karta hai — jaise Current, Contacted, Interested, Quotation Sent, Follow-up, Converted, Not Interested . Agar CSE khud sale close nahi karta, to hot/qualified lead sales team ko forward karta hai. Customer ke questions, complaints ya order-related issues ko resolve ya concerned team ko escalate karta hai.