Add Lead Form
Guide to Adding a Lead in ExtraaEdge CRM
Last updated
Guide to Adding a Lead in ExtraaEdge CRM
Last updated
You can add an individual lead through the Lead Form, including all available lead details.
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.
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.
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
Save the Lead
Click on "Add Lead" to save the details.
The lead will now appear in the CRM for tracking and follow-ups.
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.