Understanding Competition Analysis

Competition Analysis in AntMyERP deals with analyzing the reasons why a lead is lost. This helps the user to plan better for the future by positively addressing the things they might have missed on the first go.

Settings

Navigate to Settings > Sales.

Under the Sales Preferences tab, check the box Competition Analysis.

Click on Update.

Adding Competition Analysis

The user needs to work on the existing leads for analyzing competition.

Navigate to Left Menu > CRM Sales > Leads.

All the leads created would be visible on the index page.

Right click on the name of the lead which you have lost.

From the options that appear, click on Lost.

A Lost Details window will pop up. Fill in all the details.

Click on Save.