How can I add the expected order date to a lead in AntMyERP?
Log in to AntMyERP.
Navigate to CRM Sales.
Access the Lead.
Search by Lead Ticket Number.
Click on the Action Icon and Choose Edit.
Navigate to the Expected Order Date Field.
Add the Date and Save Changes.
Expected Order Date will now be added.
To View Leads with Expected Order Dates:
Navigate to CRM Sales.
Access Reports.
Click on “Order Expected”.
You can view leads with expected order dates based on Today, Tomorrow, This Week, and This Month.
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