FAQ on Lead Ticket
How to close Lead Ticket in AntMyERP?
Q1: How are lead tickets closed in AntMyERP, and under what circumstances can they be closed automatically or manually?
A: Lead tickets in AntMyERP can be closed either automatically or manually, depending on the specific circumstances and outcomes of the lead. Here’s an explanation of both closure methods:
Lead Ticket Won: When a lead is successfully converted and a proposal or contract is finalized, the lead ticket is automatically closed. This indicates that the lead has resulted in a successful deal.
Lead Ticket Lost: If the lead does not lead to a successful deal or contract, the lead ticket is automatically closed. This reflects that the opportunity has been lost.
Lead Ticket Disqualified: When a lead is disqualified for reasons such as ineligibility or not meeting necessary criteria, the lead ticket is automatically closed. This indicates that the lead is no longer considered.
Manual Closure: Users have the ability to manually close lead tickets under various circumstances.
User Intervention: Users can manually close lead tickets by adding comments to the ticket and changing its status to “Closed.” This can be done when a lead has reached a resolution or conclusion that doesn’t fall into the automatic closure scenarios mentioned above.
Q2: How can I manually close a lead ticket in AntMyERP?
A: To manually close a lead ticket in AntMyERP, follow these steps:
Access the Ticket: Navigate to the lead ticket you wish to close.
Add Comments: Add relevant comments to document the reason for closure or any additional details.
Change Ticket Status: Within the lead ticket, locate the option to change the ticket status. Select “Closed” from the available status options.
Save Changes: After changing the status, save the changes to confirm the closure of the lead ticket.
Can I delete lead comments in AntMyERP?
Q1: Can I delete lead comments in AntMyERP?
A: Currently, lead comments added in AntMyERP cannot be directly deleted once they are added. However, you have the option to replace or update existing comments by adding new ones. Here’s how you can manage lead comments:
Step 1: Access the lead for which you want to manage comments.
Step 2: Navigate to the “Add Comment” section within the lead details.
Step 3: To update or replace an existing comment, simply add a new comment with the corrected or desired information. This will effectively overwrite the previous comment.
Q2: Why can’t lead comments be deleted in AntMyERP?
A: The inability to delete lead comments is likely designed to maintain a comprehensive and accurate record of interactions and communication within the system. This ensures transparency and accountability in lead management processes.
How can I update the department in a lead created in AntMyERP?
Q1: How can I update the department in a lead created in AntMyERP?
A: To update the department in a lead created in AntMyERP, follow these steps:
Step 1: Create Lead Ticket or Enquiry: Use the Quick Add option in the upper header to create a lead ticket or enquiry.
Step 2: Add Department (If Required): If the department field is displayed and marked as non-mandatory during ticket creation, add the appropriate department before saving the lead ticket.
Step 3: Save the Ticket: After adding the department (if applicable), save the lead ticket.
Step 4: Can’t Add Department After Ticket Creation: Once the lead ticket is saved, the department may become uneditable. In such cases, you won’t be able to directly add or change the department for that specific lead ticket.
Q2: Why can’t I add or update the department after the lead ticket is created?
A: If the department field is set as non-mandatory and is not captured during ticket creation, it might not be directly editable after the ticket is saved. This design is likely intended to maintain data integrity and consistency. To add or update the department after ticket creation, you may need to follow any available procedures for modifying lead information.
Q3: Can I still associate a department with the lead in some way after ticket creation?
A: While the direct department update might not be possible after ticket creation, you can consider using additional fields or tags to categorize or associate the lead with a department or any other relevant information.
How can I check for lost leads in AntMyERP?
To check for lost leads in AntMyERP, follow these steps:
Step 1: Access CRM Section: From the left menu, navigate to the CRM (Customer Relationship Management) section.
Step 2: Go to Leads: Under the CRM section, find and click on the “Leads” option.
Step 3: Select Lost Leads: In the leads section, you should see a dropdown heading or filter options. Select “Lost Leads” from this dropdown.
Step 4: View Lost Leads: After selecting “Lost Leads,” the system should display a listing of all the leads that are categorized as lost.
How to delete Duplicate Lead ticket from AntMyERP?
Q1: How can I delete a duplicate lead ticket from AntMyERP?
A: Unfortunately, you cannot directly delete a lead ticket once it has been created in AntMyERP. However, you have a couple of alternative options to manage duplicate lead tickets:
Option 1: Disqualify the Lead: If you have identified a lead ticket as a duplicate, you can disqualify the lead. Disqualifying a lead indicates that it is not a viable opportunity and should no longer be pursued. This helps keep your lead database accurate and organized.
Option 2: Mark the Lead as Lost: Similar to disqualifying, you can mark the duplicate lead as lost. This indicates that the lead has not progressed into a successful opportunity and can no longer be considered active.
Q2: Why can’t I delete duplicate lead tickets?
A: The inability to delete lead tickets might be by design to maintain a complete and accurate historical record of lead interactions. Instead of deleting, marking a lead as disqualified or lost helps preserve the lead’s history while indicating its status.
Q3: How do I disqualify or mark a lead as lost?
A: To disqualify or mark a lead as lost, follow these steps:
Step 1: Access the Duplicate Lead Ticket: Locate the duplicate lead ticket that you want to handle.
Step 2: Update Lead Status: Within the lead ticket, find an option to update the lead status.
Step 3: Disqualify or Mark as Lost: Choose the appropriate status option, such as “Disqualified” or “Lost.”
Step 4: Provide Details (Optional): You might be able to provide additional details or reasons for disqualification or loss.
Step 5: Save Changes: Save the changes to update the lead status.