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.

Quick Add Lead

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.
Last modified 3mo ago
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