Quick Add Lead Form

Adding leads manually in ExtraaEdge CRM

Watch the video tutorial : 
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Quick add can be used to add lead when you have minimum required details. This helps counselors to add leads quickly in CRM. 
Step 1: Click on the + icon from the top toolbar. 
Step 2: Fill-up the quick add form. ( Make sure you fill up all the mandatory fields)
Step 3: Click on Save and Add More
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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Add Lead Form

Last updated 9 months ago