Bulk Upload

Adding leads manually in ExtraaEdge CRM

Watch the video tutorial : 
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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.
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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.
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Adding New Leads - Previous

Add Lead Form

Next - Adding New Leads

Direct lead flow from online sources

Last modified 1yr ago