Understanding Lead Ticket

Any business runs on generating potential leads. Lead, in simple terms is one who has interacted with you or similar brands in the past in some way and is a potential customer. AntMyERP as a whole helps you in better lead management and analyzing it through a business point of view.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Lead Permission 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 Lead.

Click on Save.

 

Creating a Lead

Go to Quick Add > Enquiry.

The Enquiry form will open directly. 

The other way is by,

Navigating to the left menu> CRM Sales> Leads. 

This will open the index listing showing all the created leads so far.

Click on the plus button on the right hand side. This will open the enquiry form.

If it has come from an existing customer, enter the name of the company in the Requester field. 

If the lead is already created in the system, a Confirmation pop up window will appear. 

Click on OK.

After entering the details, click on Save.

Note: If it is a new contact, then a New Prosp? check box will appear. Check that box and enter all the details. New Prosp is a new contact which is totally new to the system and is not coming from the existing system. To fill up the details for that follow the above steps wherein you fill all the mandatory fields.