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    • How To Create WhatsApp Templates -
    • Sample Templates -
    • How To Send Individual WhatsApp -
    • How To Send Bulk WhatsApp -
    • How To Create WhatsApp Automation
    • How To Track WhatsApp Activity-
    • How To Check WhatsApp Analytics-
    • Automation Rules To Start Off With Automation Easily -
    • Do's And Don'ts For Creating Effective WhatsApp Templates -
      • Best Practices on Sending WhatsApp Outbound
    • Template Guidelines By Meta -
      • Common WhatsApp Business Message Failure Codes
  • Application Tracking System
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  • ANALYTICS DASHBOARD
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  • ARTICLE
    • "Best Practices for Error-Free Communication Templates"
  • DATA SECURITY & PRIVACY
    • How ExtraaEdge Ensures World-Class Data Security
      • Compliance & Certifications
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      • Technical Protection Measures
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      • Conclusion
  • Resolving Communication Template Errors
  • Diagnosing Email and SMS Delivery Failures
  • Resolving Communication Automation Failures
  • Guidelines For Handling Customization Requests
  • Monitoring and Logging User Activity in ExtraaEdge CRM
  • FAQs
    • What is an Admission CRM
  • Troubleshooting IVR Calls Connectivity Issues
  • Handling WhatsApp Business API Integration Issues
  • Handling Duplicate Lead Issues Internally
  • Resolving Mobile App Cache and Refresh Issues
  • Fast Answers to simple questions
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  1. Adding New Leads

Quick Add Lead Form

Steps to Quickly Add a Lead in ExtraaEdge CRM

PreviousMarketing CampaignsNextAdd Lead Form

Last updated 3 months ago

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.

  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. ✅

Quick Add Lead