Quick Add Lead Form

Adding leads manually in ExtraaEdge CRM

Watch the video tutorial :

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 & Close or Save & 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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