FAQs on Lead
How do I delete a lead that was created in AntMyERP?
You can only delete those leads which are yet t be qualified. Once Qualified, it cannot be deleted.
You can mark it as lost or disqualify it instead.
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.
How can I reopen a lead in AntMyERP that was previously marked as lost or disqualified?
Please take note that leads that have been disqualified, lost, or won cannot be reopened. In such cases, you will need to create a new lead.
How to apply filter for Ageing Days Columns. For example, filtering leads for last 30 days , how to apply that filter in the Ageing Day field?
Applying filters for the “Ageing Days” column in a lead listing page. If you want to filter leads for the last 30 days based on the date column, here’s a step-by-step guide you can provide to users:
Access the Lead Listing Page:
Navigate to the lead listing page where you can view and manage leads.
Locate the Date Column:
Find the column that represents the date on which the leads were created or last modified.
Add Start and End Date:
Look for options to add date filters. There may be a filter icon or a specific section for filtering.
Set Date Range:
Specify the date range for the last 30 days. For example, if today is January 21, 2024, set the start date to December 22, 2023, and the end date to January 21, 2024.
Click Search or Apply Filter:
Look for a “Search” button or an “Apply Filter” option and click it. This will filter the leads based on the specified date range.
View Filtered Leads:
After applying the filter, the system should display only the leads that were created within the last 30 days.
How can I assign multiple leads from one employee to another in AntMyERP?
Log in to AntMyERP.
Navigate to CRM Sales.
Go to Leads.
On the Lead Index Page, mark the checkboxes next to the Lead Tickets that need to be assigned.
Above the checkboxes, there is an upper box click on the same
Click ans select on Assign and a pop-up will appear. Enter the name of the Assignee and save the changes.
The lead tickets will now be assigned to the designated employee.
What does “won lead” mean in AntMyERP?
Once the quotation connected with a lead ticket is converted into a contract, the lead is considered as won.To review won leads in AntMyERP:
Log in to AntMyERP.
Navigate to the “CRM Sales” section.
Access the “Leads”.
In the “Leads From” filter, select “Won.”
You can now view all the won leads.
What should I do if one lead number gets accidentally connected with two different quotations in AntMyERP? Is there a way to rectify this situation?
If two quotations are mistakenly connected to one lead, you can cancel one of the quotation.
The user is not able to see lead data of customer she manages. How can this be rectified?
We reviewed the user permissions for User in the system, specifically regarding the visibility of quotations created for Fabtech Company.
As per the current configuration:
Quotations:
User has been assigned as “Managed By” for Fabtech Company.
To view quotations related to Fabtech Company, the user should have the permission “Self Manage By Companies.”
The user is expected to see quotations associated with the customer company for which they are listed as “Managed By.”
Leads:
For leads, the user permission should be configured as follows:
“Show Only Self Created Lead” – The user can see leads that they have created.
“Show Only Self Owned And Hierarchy Wise Leads” – The user can see leads they own or those within their hierarchy, assigned by or in the hierarchy.
The user should not be able to see leads unrelated to their login.
Managed By (Company):
It’s clarified that the “Managed By” association with the company is specifically for quotations and not leads.
Please verify that the permissions are correctly set up in the system for Kasturi, considering the distinctions between quotation and lead visibility. If there are any issues persisting, feel free to provide additional details or instructions for further investigation.
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.
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.
“I am attempting to mark the lead as lost or disqualify in AntMyERP, but I cannot find the correct ‘Lost Reason’ or disqualify reason”. How can this be resolved?
The lost or disqualified reason is not showing because the lost or disqualified reason has not been added. To add Lost and Disqualified reasons in AntMyERP’s CRM Sales module, follow these steps: Login To AntMyERP.Makes sure you have acess for Super admin,Admin for requred permission to acess Settings
Access Lead Management:
Log in to your AntMyERP account.
From the left menu, click on “Settings.”
In the 6th menu, under the “Masters” section, find “CRM Sales” and click on it.
Select “Lead Management.”
Add Lost Lead Reasons:
Within Lead Management, locate and click on “Select Lost Lead Reasons.”
In this section, you can add and manage the Masters for Lost Lead reasons.
Add various reasons why a lead might be considered lost.
Add Disqualified Lead Reasons:
Similarly, add Disqualified Lead reasons by following the same process.
This will help you categorize leads that are disqualified for specific reasons.