Quick Add Lead Form

Steps to Quickly Add a Lead in ExtraaEdge CRM

Quick add can be used to add lead when you have minimum required details. This helps counselors to add leads quickly in CRM.

1. Access the Quick Add Form:

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

Quick Add Lead

1. Fill in Lead Details

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

1. 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.

1. Save the Lead

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

1. 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.

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