How do I connect a lead to an existing proposal in AntMyERP?

Option 1:

Log in to AntMyERP.
Navigate to CRM Sales.
Go to the “Leads”
Search for the lead using its ticket number.
Once you find the ticket number, click on the action icon.
Select the “Quotation” option.
Make sure that the lead is qualified.
A Quotation number window will pop up.
Click on the “Quotation Type” and select “Existing.”
In the “Select Proposal” section, add the existing quotation number.
Click on the “Save” button.
The quotation will now be connected with the lead.

Option 2:

Log in to AntMyERP.
Navigate to CRM Sales.
Go to the “Leads” section.
Search for the lead using its ticket number.
Once you find the ticket number, click on the ticket number itself.makes sure the lead is qualified
When the ticket number page opens, click on the three dots located at the top.
Select the “Quotation” option.
A Quotation number window will pop up.
Click on the “Quotation Type” and select “Existing.”
In the “Select Proposal” section, add the existing quotation number.
Click on the “Save” button.
The quotation will now be connected with the lead.