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?
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