Bulk Upload

Adding leads manually in ExtraaEdge CRM

Watch the video tutorial :

Leads come from various sources and you might be maintaining data in other systems like Excel files. Good news is you can upload these leads using bulk upload function.

Step 1: Click on Bulk upload icon from bottom right of your screen, below add lead icon.

Step 2: Download the template( .CSV format).

Prepare your data. Please note, you need to add your data in the same format only.

Step 3: Add the required data in the upload leads panel.

Step 4: Upload the file using the choose file button.

Step 5: Click on UPLOAD LEADS

While adding the lead, you can choose if you wish to send a welcome email and/or SMS to a lead.