Quotation

Lead Management

Understanding Leads

A lead is a potential customer or prospect who has shown interest in a company’s products and services. These leads, if carefully followed up on, can convert into customers and influence others to become customers after receiving good service.

AntMyERP helps you keep a record of all these leads in a very comprehensive manner. Let’s dig a little deeper.

 

Settings

Navigate to Settings > Sales.

Check all the required boxes under the Lead Preferences tab.

Click on Update.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Leads Permissions to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Press Ctrl+F and enter the word Lead. Enable all the permissions related to the leads.

Click on Save.

 

Creating a Lead

Navigate to Left Menu > CRM Sales > Leads.

Click on the plus button from the right hand side.

In the Lead form, fill in all the required fields and click on Save.

Note: You can also create a lead through Quick Add.

 

Leads Followup

A salesperson handles the follow up on the lead/enquiry for the potential clients.

 

Lost Lead

A lead is called Lost  when the lead’s order is lost to a competitor or is not given to the company for any other reason. Below is the path to record a lost lead.

Navigate to the left menu> CRM Sales > Leads.

Right click on the particular lead > Click Lost.

Select Reason of Lost from dropdown as applicable.

Select Sub-Reason from dropdown as applicable.

If Reason of Lost is selected as a Competitor, then enter the Competitor name.

The competitor should come from the client list in the dropdown.

Enter remarks against the loss.

Click Save.

Note: Once a Lead comes under the Lost Category, it cannot be changed. If the same lead comes back to the company for any reason, it needs to be added as a New lead.

 

Future Lead

A Future Lead is one who gives a timeline for when he might give the order in the near future. For example, the Lead will ask to be called back in two months, six months, etc.

The following are the steps to record Future Leads:

Navigate to the left menu> CRM Sales > Leads.

Right click on the particular lead. Click Future.

Select the Future Reason of call from the dropdown as applicable.

Write Remarks, if any.

Select the Future date when the Lead has requested a callback.

Click Save.

 

Disqualified Lead

If a lead is uncertain to be turned into an order or if a customer is not responding for any reason, it is categorized as a Disqualified Lead. 

The steps to disqualify a lead are as follows:

Navigate to the left menu> CRM Sales > Leads.

Right click on the particular lead. Click Disqualified

Select the Disqualified Reason of Call from the dropdown as applicable.

Click Save.

 

Qualified Lead

A Qualified Lead is one who has expressed interest and requested pricing/further information. 

The steps to qualify a lead are as follows:

Navigate to the left menu> CRM Sales > Leads.

Right click on the particular lead. Click Qualified.

Fill in the details in the fields provided.

In the dropdown for the Lead Type, select the option for which the Lead is showing interest.

Enter an existing client as a Referral from the dropdown, if applicable.

Select the option from the Lead Funnel to indicate how probable the Lead is.

Select if the Commission is applicable.

Click Save.

 

Qualifying a New Lead

Navigate to the left menu> CRM Sales > Leads.

Right click on the Customer and select Qualify.

Click Add to Customer Database.

Add the relevant details to the Create Customer Page.

Click Save.

 

Order Expected

It means when a Lead’s order can be expected.

The steps to update the above are as follows:

Navigate to the left menu> CRM Sales > Leads.

Right click on the lead name and click Edit.

Click on Add Comments.

Select Order Expected.

Click Save.

 

Mass Updating Leads

Mass updating is done if an existing Assignee to multiple leads is unable to pursue it for some reason. Then the same leads are mass assigned to another employee of the company. This is done in the following steps:

Navigate to the left menu> CRM Sales > Leads.

Check the box near the companies to be followed up.

Click To Assign/Follow Up/Loss/Disqualified/Future.

Enter the Employee name if To Assign is selected.

Click Save.

 

Sales Activities

Understanding Sales Activities

Sales Activities occur when a customer is assigned a technician/ employee. All the activities performed by the employee can be recorded once they are mapped with a customer on ERP.

 

Settings

Navigate to Settings > Sales.

Check the Mapped Account box under the Sales Preferences tab.

Click on Update.

 

Mapping an Account

A customer needs to be mapped with an employee or multiple employees . Let’s look into the steps for the same.

Navigate to Left Menu > CRM Sales > Customers.

To map the unmapped customers, go to the Customers tab.

Right click on the desired customer name and select Edit from the drop down.

Scroll down to the Manage By field and enter the name of the employee to be assigned.

Click on Save.

After saving, go to the Contacts page. Here it can be seen which employee is coordinating with which customer.

Scroll to the Right> Action> Edit.

In the Contacts pop up window that appears, check the Business Opportunity box. After this itself, it will be shown under the mapped account.

Click on Save and Exit.

Now it will be shown under a mapped account.

Note: You can add multiple employees to the same customer.

 

Viewing a Mapped Account

Navigate to Left Menu > CRM Sales > Customers.

The customer listing would be done under the Customer Index page.

Click on the Mapped Account tab. The details about who is mapped with whom will be shown.

 

Sales Activities

Navigate to Left Menu > CRM Sales > Customers.

The customer listing would be done under the Customer Index page.

Click on the Mapped Account tab. 

Under the field below Employee, enter the name of the employee for whom you want to see the sales activities.

Click on Action> Activity.

The following details will be displayed in the Activity page.

Expense – The amount spent by the employee on the customer activities.

Time Spent – The time spent by the employee on the customer activities.

Emails – Emails can be directly sent to the customer from here, if the email id is configured.

Meetings – Meetings can be created.

Notes – Any important note captured by the employee.

Calls – Calls made on customer activities either by the employee or the customer.

Tasks – Tasks assigned to the employee related to the customer activities.

Note: The management can guide the employee and can check the performance of the employee through this feature.

 

Mapped Account

Understanding Sales Activities

Sales Activities occur when a customer is assigned a technician/ employee. All the activities performed by the employee can be recorded once they are mapped with a customer on ERP.

 

Settings

Navigate to Settings > Sales.

Check the Mapped Account box under the Sales Preferences tab.

Click on Update.

 

Mapping an Account

A customer needs to be mapped with an employee or multiple employees . Let’s look into the steps for the same.

Navigate to Left Menu > CRM Sales > Customers.

To map the unmapped customers, go to the Customers tab.

Right click on the desired customer name and select Edit from the drop down.

Scroll down to the Manage By field and enter the name of the employee to be assigned.

Click on Save.

After saving, go to the Contacts page. Here it can be seen which employee is coordinating with which customer.

Scroll to the right> Action> Edit.

In the Contacts pop up window that appears, check the Business Opportunity box. After this itself, it will be shown under the mapped account.

Click on Save and Exit.

Now it will be shown under a mapped account.

Note: You can add multiple employees to the same customer.

 

Viewing a Mapped Account

Navigate to Left Menu > CRM Sales > Customers.

The customer listing would be done under the Customer Index page.

Click on the Mapped Account tab. The details about who is mapped with whom will be shown.

 

Sales Activities

Navigate to Left Menu > CRM Sales > Customers.

The customer listing would be done under the Customer Index page.

Click on the Mapped Account tab. 

Under the field below Employee, enter the name of the employee for whom you want to see the sales activities.

Click on Action> Activity.

The following details will be displayed in the Activity page.

Expense – The amount spent by the employee on the customer activities.

Time Spent – The time spent by the employee on the customer activities.

Emails – Emails can be directly sent to the customer from here, if the email id is configured.

Meetings – Meetings can be created.

Notes – Any important note captured by the employee.

Calls – Calls made on customer activities either by the employee or the customer.

Tasks – Tasks assigned to the employee related to the customer activities.

Note: The management can guide the employee and can check the performance of the employee through this feature.

 

Lead for Purchase

Understanding Lead for Purchase

A “Lead for Purchase” is an opportunity for a Supplier for New Business for New Product or service requirement. 

 

Setting for Lead for Purchase

To enable the “Lead for Purchase” feature, you must have super admin privileges or the necessary permissions.

To initiate the “Lead for Purchase” 

Navigate to Settings.

Click on the third icon and select “Purchase.”

You will Land on Purchase Preference Page or Navigate to the Left Menu> PurchaseClick on Vendor

You will land on ‘Vendor Listing Page’

Now go to the Top Right Menu navigate to Three Dot Icon 

Choose “Purchase Preference.”

In Purchase Preference page check mark the box next to “Lead for Purchase” and then click on “Update“ to save your changes.

The “Purchase for Lead“ option will now be visible in the Purchase module.

 

Permission Required for  Lead for Purchase

To Add or upload or edit the “Lead for Purchase” feature, you must have super admin privileges or the necessary permissions.

To initiate the “Permission“ 

Navigate to Setting

Click on Users and Roles

Search the user or group

Click on Action icon against the user or group and select Edit

Go to permissions and allow permission for below

Manage Ticket List

Create Purchase Enquiry

Edit Ticket 

View Ticket

Manage Purchase Lead List (View All the Leads for Purchase)

Show Only Self Created Purchase Lead (View Only self created Leads for Purchase)

Show Only Self Owned And Hierarchy Wise Purchase Leads (View  self and Hierarchy Leads for Purchase)

 

Adding a New Lead for Purchase

Adding a New Lead for Purchase in AntMyERP is simple! You just need to input in their important information into one place. Here’s what you do.

You can add Lead for Purchases in two ways

Manually creating a Lead for Purchase from the Lead for Purchase Listing Page or Quick Add

Importing Lead for Purchase

 

Manually Creating Lead for Purchase from the Listing Page

Navigate to the  Left Menu > Purchase > Lead for Purchase 

You will land on Lead for Purchase Listing page.

Click the + Icon button on the top right corner of the page.Start filling the Lead for purchase form

Please enter all mandatory fields Such as Requester name,Branch,Assignee Name Priority and Title along with all the details of your Lead for Purchase. Please note that all fields marked in red are mandatory and must be filled.

After entering all the details, click Save. Ticket for Lead for Purchase will be generated.

Productivity Tool: You can add Lead for Purchase from the Quick Add icon on the top directly

 

Importing Lead for Purchase 

Navigate to Left Menu > Purchase > Lead for Purchase 

You will land on Lead for Purchase Listing Page

On Top Right Menu navigate to Three Dot Icon > Import

Read Instructions and Click Download Sample File  for your reference by clicking sample file.

Note: You can upload 50 Lead for Purchases at a time. 

 

Exporting Lead for Purchase 

You cannot Export the Lead For Purchase in Excel or Any format from AntMyERP

 

Deleting Lead for Purchase

Please note : you cannot delete a Lead for Purchase once added in AntMyERP. You can Lost or Disqualify that Lead

 

Action on Lead for Purchase

 

Edit

Navigate to Left Menu > Purchase > Lead for Purchase 

You will land in Lead for Purchase Listing Page

Locate the Lead for Purchase in the Lead for Purchase list and click on the Edit option from the Action dropdown menu. Alternatively you can Right Click on the Lead for Purchase whom you want to Edit and select.

Make the necessary changes to the Lead for Purchase Tickets.

Save the updated information.

 

Followup

A lead is classified as a follow up when the vendor asks to be contacted at a later date. 

Navigate to Left Menu > Purchase > Lead for Purchase 

You will land in Lead for Purchase Listing Page

Locate the Lead for Purchase in the Lead for Purchase list and click on the Follow up option from the Action dropdown menu. Alternatively you can Right Click on the Lead for Purchase whom you want to Follow up and select

Enter  the Follow up date and time and click Save. This will be reflected under the Follow up option under the Lead for Purchase Tab.

 

Lost 

Lost lead” refers to a potential sales opportunity that did not materialize into a successful sale. This can happen for various reasons, such as the prospect deciding not to purchase, choosing a competitor’s offering, or encountering budgetary constraints

 Navigate to Left Menu > Purchase > Lead for Purchase 

You will land in Lead for Purchase Listing Page

Locate the Lead for Purchase in the Lead for Purchase list and click on the Lost option from the Action dropdown menu. Alternatively you can Right Click on the Lead for Purchase whom you want to Lost and select

select the reason for loss and enter the Remarks and then click on Save. This will be reflected under the Lost option under the Lead for Purchase tab. A Lead  cannot be retrieved, once it’s categorized as Lost.

 

Qualified

A lead is qualified when the  pricing and other terms are accepted. This is done in the following manner:

Navigate to Left Menu > Purchase > Lead for Purchase 

You will land in Lead for Purchase Listing Page

Locate the Lead for Purchase in the Lead for Purchase list and click on the Qualified option from the Action dropdown menu. Alternately you can Right Click on the Lead for Purchase whom you want to Qualify and Select

Enter details such As lead type Lead Funnel,Product and lead and save.This will Reflect in the Lead for Purchase List

 

Future

“Future lead” might refer to a potential sales opportunity that is anticipated to arise at a later date

Navigate to Left Menu > Purchase > Lead for Purchase

You will land in Lead for Purchase Listing Page

Locate the Lead for Purchase in the Lead for Purchase list and click on the Future option from the Action dropdown menu. Alternatively you can Right Click  on the Lead for Purchase whom you want to add in Future and Select.

Enter  the Future date and click Save.  This will be reflected under the Future option under the Lead for Purchase.

 

Disqualified

A “disqualified lead” refers to a potential sales opportunity that has been determined to be unsuitable for further pursuit or conversion into a customer. This determination is typically made based on specific criteria such as mismatched needs, budget constraints, or disinterest.

Navigate to Left Menu > Purchase > Lead for Purchase 

You will land in Lead for Purchase Listing Page

Locate the Lead for Purchase in the Lead for Purchase list and click on the Disqualified option from the Action dropdown menu. Alternatively you can Right Click  on the Lead for Purchase whom you want to add in Disqualified and select.

Select the reason for disqualification and click on save .A Lead  cannot be retrieved, once it’s categorized as disqualified. This will be reflected under the Disqualified  option under the Lead for Purchase.

 

Purchase Lead Expected order

Purchase Lead Expected Order”  indicate an anticipated order resulting from a purchase lead on that particular date.It suggests that a lead generated interest in purchasing a product or service, and an order is expected to be placed as a result of that lead. 

Navigate to Left Menu > Purchase > Lead for Purchase 

You will land in Lead for Purchase Listing Page

Locate the Lead for Purchase in the Lead for Purchase list and click on the Edit option from the Action dropdown menu. Alternatively, you can Right Click on the Lead for Purchase whom you want to Edit and Select.

Add the Order Expected Date and save

This will reflect on Vendor>Report>Purchase for Lead Order Expected