FAQ on Lead Ticket
Lead management plays a crucial role in ensuring that every business inquiry is nurtured, tracked, and converted into a successful order. In this section, you’ll find answers to common queries about handling leads inside AntMyERP including creating, editing, assigning, and converting leads across the sales workflow.
These FAQs help you understand how to manage day-to-day lead tasks such as deleting incorrect leads, adding expected order dates, reopening lost or disqualified leads, transferring leads between employees, linking leads to proposals, and correcting accidental linkages with multiple quotations.
You will also learn how to mark leads as “won” or “lost,” apply ageing filters to track follow-ups over specific durations, and resolve visibility issues if a user cannot view assigned customer leads.
From filtering the right opportunities to correcting data entry errors and ensuring proper lead ownership these guidelines make your lead tracking more accurate and organized.
Leads Management
- How do I delete a lead that was created in AntMyERP?
- How can I add the expected order date to a lead in AntMyERP?
- How can I reopen a lead in AntMyERP that was previously marked as lost or disqualified?
- How can I assign multiple leads from one employee to another in AntMyERP?
- How do I connect a lead to an existing proposal in AntMyERP?
- 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?
- What does “won lead” mean in AntMyERP?
- 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?
- How do you convert a lead to a lost order in AntMyERP?
- “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 user is not able to see lead data of customer she manages. How can this be rectified?