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.

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