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.

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