> 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/quick-add-lead-form.md).

# Quick Add Lead Form

Steps to Quickly Add a Lead in ExtraaEdge CRM

{% hint style="success" %}
Quick add can be used to add a lead when you have the minimum required details. This helps counselors to add leads quickly in CRM. 
{% endhint %}

1. **Access the Quick Add Form:**

* Click on the **"+" icon** located in the top toolbar of the CRM interface.

![Quick Add Lead](https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2F6uuZztfPyZq0AM2nwqth%2FQuick%20add%20step%201.png?alt=media\&token=43bfdb1e-c957-43b7-8cb0-8bcae9497c65)

2. **Fill in Lead Details**

* Complete the form by entering all mandatory fields. Ensure that you provide accurate information for each required field.

![](https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2FnhbjW7BD74uq1UQ9amZe%2FQuick%20add%20step%203.png?alt=media\&token=761dcbca-6f65-433b-ad42-9e7268142df8)

3. **Enable Welcome Email & SMS (Optional)**

* Check the **"Send Welcome Email"** and **"Send Welcome SMS"** options.
* If these checkboxes are selected, an automatic **welcome email and SMS will be sent to the lead** upon saving.

<figure><img src="https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2FKvP6bBPzI4C9JT096CIY%2FQuick%20add%20step%204.png?alt=media&amp;token=f31a42bc-e202-46fc-9c32-536de37030bd" alt=""><figcaption></figcaption></figure>

4. **Save the Lead**

* Click **"Save & Close"** to finish or **"Save & Add More"** to continue adding leads.

<figure><img src="https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2FUI8hm9IxUMGgeGUSciQw%2FQuick%20add%20step%205.png?alt=media&amp;token=d4289a74-68b4-45e3-9afe-5b110918bb37" 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 proceed with further actions like follow-ups, communication, or updating the lead's status.

<figure><img src="https://1269891995-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MBcp5wHcn5Xp2CkbcCV%2Fuploads%2FUceJ8eVc0XPeoXKtHVG5%2FQuick%20add%20step%206.png?alt=media&amp;token=e8a658f0-9564-46b6-9f80-373ff66b670b" alt=""><figcaption></figcaption></figure>

***This confirms that the lead has been successfully stored in the ExtraaEdge CRM. ✅***