Add Lead Form

Guide to Adding a Lead in ExtraaEdge CRM

You can add an individual lead through the Lead Form, including all available lead details.

1. Log in to ExtraaEdge CRM

• Open ExtraaEdge CRM and log in with your credentials.

• Click on the "+" (Add Lead) button at the bottom left of the dashboard.

1. Enable "Mandatory Only" Toggle (Optional)

   • At the top-right corner, you will see the "Mandatory Only" toggle.

   • Turn it OFF to view and fill all fields, including optional details.

• Turn it ON to display only the required fields.

1. Fill in the Lead Details

• Enter the required information, such as:

  • Lead Name

  • Email ID

  • Phone Number

  • Course Interested In

  • Lead Source (e.g., Social Media, Walk-in, etc.)

  • City/Location

1. Save the Lead

   • Click on "Add Lead" to save the details.

   • The lead will now appear in the CRM for tracking and follow-ups.

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 schedule follow-ups, send emails, SMS, or WhatsApp messages directly from the CRM.

By following these steps, you can efficiently manage and engage potential leads for better conversions.