How do you convert a lead to a lost order in AntMyERP?
To convert a lead to a lost order in AntMyERP, follow these steps:
Log in to AntMyERP.
Navigate to the “Crm Sales” module.
Click on “Leads” and search for the specific lead ticket number.
Go to the action icon and select a “Lost Reason” from the dropdown menu.
Add any necessary remarks or comments.
Save the changes. Lead will be lost.
To check lost leads in AntMyERP:
Log in to AntMyERP.
Go to the “CRM Sales” section.
Access the “Leads” section.
In the “Leads From” filter, select “Lost.”
You can now view all the lost leads.
Go Up