> For the complete documentation index, see [llms.txt](https://docs.extraaedge.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.extraaedge.com/adding-new-leads/add-lead-form.md).

# Add Lead Form

Guide to Adding a Lead in ExtraaEdge CRM

{% hint style="success" %}
You can add an individual lead through the Lead Form, including all available lead details.
{% endhint %}

1. **Log in to ExtraaEdge CRM**

* Open [**ExtraaEdge CRM**](https://www.extraaedge.com/) and log in with your credentials.
* Click on the **"+" (Add Lead) button** at the bottom left of the dashboard.

![](https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2FaXmZSUmBiR1p6NK2rzXX%2Fadd%20lead%20step%201.png?alt=media\&token=29339e1e-b1da-48d3-b7fe-6b26057391b2)

2. **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.

<figure><img src="https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2FjD1xZDwwP9YkPO42xKBI%2Fadd%20lead%20step%203.png?alt=media&amp;token=d765b4e3-5d84-42be-b319-d14c6e84feea" alt=""><figcaption></figcaption></figure>

* **Turn it ON** to display only the required fields.

<figure><img src="https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2FJNWZae4T54d3XCCTQJfM%2Fadd%20lead%20step%204.png?alt=media&amp;token=562fa4d9-d4be-4a99-aeee-626bb64911d6" alt=""><figcaption></figcaption></figure>

3. **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**

<figure><img src="https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2FwTGxzYpwXctO8FuZoXOa%2Fadd%20lead%20step%202.png?alt=media&amp;token=f6008b42-5e8d-423c-9f4f-d332799ebad5" alt=""><figcaption></figcaption></figure>

4. **Save the Lead**
   * Click on **"Add Lead"** to save the details.
   * The lead will now appear in the CRM for tracking and follow-ups.

<figure><img src="https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2Fv3vsCn3FJsykmM4wHAS8%2Fadd%20lead%20step%205.png?alt=media&amp;token=376956d6-c884-424e-b4cc-9c44429f2121" alt=""><figcaption></figcaption></figure>

5. **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.

<figure><img src="https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2Fo82zGCd5ozq96WOZZZp6%2Fadd%20lead%20step%206.png?alt=media&amp;token=bfeb9e8e-ee97-46c8-8f25-d476fe6fa771" alt=""><figcaption></figcaption></figure>

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