FAQ on CRM Sales
How can I compare the sales team KPIs in AntMyERP?
Login to AntMyERP.
Go to CRM Sales.
Access the Reports section.
Select Sales Team.
Retrieve the summary report for employees on a monthly basis, including the following metrics:
Won (Value)
Won This Month
Lead Value
Lead No.
Conversion Ratio
Average Sales Cycle
You can modify the displayed month by entering the desired start and end dates in the respective fields and initiating a search.
Is there an option to determine the number of contracts that have been created in AntMyERP during a specific week?
Log in to AntMyERP.
Navigate to the CRM Sales module.
Click on the “Reports” section.
Proceed to the “Total Quotation” subsection.
Search by specifying the date range in the “Quotation Date” field. This will provide you with the relevant details.
If needed, you can export the data to Excel by clicking on the download icon located at the top.
Is there an option to determine the number of contracts that have been created in AntMyERP during a specific week?
Log in to AntMyERP.
Navigate to the “CRM Sales” section.
Choose “Reports.”
Click on “Renew Contract.”
Proceed to the “To Renew” tab.
Contract data set to expire within the next 60 days will be presented.
You have the option to export this data to Excel by utilizing the download icon located at the top.
How can I view and export contract renewal data for contracts expiring in AntMyERP?
Log in to AntMyERP.
Navigate to the “CRM Sales” section.
Choose “Reports.”
Click on “Renew Contract.”
Proceed to the “To Renew” tab.
Contract data set to expire within the next 60 days will be presented.
You have the option to export this data to Excel by utilizing the download icon located at the top.
How can I print barcode serial numbers for a specific client from AntMyERP?
Log in to AntMyERP.
Navigate to “CRM Sales” within AntMyERP.
Click on the Customer with whom you intend to work.
Use the customer’s name to swiftly locate them.
Under the “Action” menu, select “Contracts.”
Within the “Contracts” section, find and click on the option labeled “All Products.” Typically, this can be accessed through the three-dot menu at the top.
Identify the checkbox linked to the serial numbers you wish to print on the barcode. Check the boxes corresponding to the desired serial numbers.
Locate and click the yellow box, then choose “Print Barcode.”
A view showing the layout for printing barcodes will appear.
You may now proceed to print the generated barcode.
Why is the “Renew Contract” report not visible to all users in AntMyERP?
Ensure that you possess either admin or super admin rights, or the required permissions to access the Settings.
Follow these steps:
Access Settings: After logging in, navigate to the Settings section.
Navigate to User and Roles: Proceed to the “User and Roles” section.
Search for User or Group: Locate and search for the specific user or group.
Edit User or Group: Click on the “Action” button next to the user or group’s name, and then choose the “Edit” option.Go to Permissions: Navigate to the “Permission” section.
Grant Permission: Allow permission for “Manage Contract Renew Register”, Save the changes.
By following these instructions, you will be able to grant access to the “Renew Contract” report for the designated user or group in AntMyERP.
How do I access the Lead report in AntMyERP?
To access the Lead report in AntMyERP, follow these steps:
Log in to AntMyERP.
Navigate to “CRM Sales” section.
Go to “Reports” and select “Total Lead Analysis Report”.
Search for the desired data. You can also download the report in Excel format by clicking on the three dots at the top and then selecting the “Download” button.”
