Quick Add Lead Form

Steps to Quickly Add a Lead in ExtraaEdge CRM

  1. Access the Quick Add Form:

  • Click on the "+" icon located in the top toolbar of the CRM interface.

Quick Add Lead
  1. Fill in Lead Details

  • Complete the form by entering all mandatory fields. Ensure that you provide accurate information for each required field.

  1. Enable Welcome Email & SMS (Optional)

  • Check the "Send Welcome Email" and "Send Welcome SMS" options.

  • If these checkboxes are selected, an automatic welcome email and SMS will be sent to the lead upon saving.

  1. Save the Lead

  • Click "Save & Close" to finish or "Save & Add More" to continue adding leads.

  1. Confirmation of Lead Addition

  • Once the lead is successfully added, a confirmation message will appear at the top right of the screen saying, "Congrats! Lead added successfully!"

  • The newly added lead will now be visible under the Lead Manager section with the provided details.

  • You can now proceed with further actions like follow-ups, communication, or updating the lead's status.

This confirms that the lead has been successfully stored in the ExtraaEdge CRM. ✅

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