How to transfer leads by using Transfer Call in Absolute ERP CRM?

To create and manage the routing process of finished goods in Absolute ERP, follow the steps given below:

• Open Absolute ERP
• Navigate to setting
• Click on Production
• Click on ‘Manage Finished Good’ from the sidebar
• Click on ‘+New Finished Good’
• Create the master credentials of your finished good
• Input the required details
• Hit Save
• Click on ‘+Add Routing’
• Input the required details
• Click on Add
• Click on Save

To set up raw materials inventory in an ERP system, follow the steps given below:

• Open Absolute ERP
• Navigate to ‘Settings’
• Click on Production
• Click on ‘Manage Raw Material’ on the sidebar
• Here, you can add new raw materials, import data from Xlsx, Export data and Categories the raw materials.

To record a payment received from a customer in the sales management system of Absolute ERP, follow the steps given below:

• Open Absolute ERP
• Navigate to the Sales Management system
• Click on the ‘invoice’ or ‘sales’ order
• Record the payment under Payments Received.

To create items estimation in Absolute ERP's account management system, follow the steps given below:

• Open Absolute ERP
• Navigate to the Accounts Management module
• Click on the customer/lead
• Create an estimation or quote.

To find not interested leads in the lead management system of Absolute ERP, follow the steps given below:

• Open Absolute ERP
• Navigate to the CRM module
• Click on ‘Central Database’
• Here, you can find the leads marked as ‘Uninterested’ by your executives