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Welcome to ExtraaEdge product help & guide
ExtraaEdge in 2 mins
CRM Overview
Lead List
My Followups
Failed Leads
Marketing Campaigns
Reports
Adding New Leads
Quick Add Lead Form
Add Lead Form
Bulk Upload
Direct lead flow from online sources
Managing Leads
Searching a Lead
Update/Edit lead details
Refer a lead to another User
Update lead Status
Activities Tracking
Sorting Leads
Delete a Lead
My Followups
Adding Followup
Pending Followup
Messaging leads
Sending WhatsApp message
Sending SMS to one lead
Sending SMS to multiple leads
Emailing Leads
Sending Email to one lead
Sending Email to multiple leads
Communication Automation
Drip Marketing
Calling Leads (Click to Call)
Calling using IVR
Calling using ExtraEdge Mobile App
Bulk Activities
Downloading Leads
Refer All Leads
Filtering Leads
Save List
Quick Actions
Settings Panel
Communication Templates
Advanced Features
Online Payment Collection
My Account
Forgot Password
Mobile App
Mobile Application Video
App Permissions
API Docs
What's New in ExtraaEdge
All Help Videos
Our Story
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Downloading Leads
Watch the video tutorial :
You will be able to download leads in Excel format.
Step 1: Click on Download All Leads icon
Step 2: Click on Download from the download confirmation box.
You will receive email with the lead data. You will get a confirmation notification.
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Note : If you do not see the download leads icon, which means, admin has not given you permissions to download leads. Contact your CRM admin once.
Calling Leads (Click to Call) - Previous
Calling using ExtraEdge Mobile App
Next - Bulk Activities
Refer All Leads
Last modified 1yr ago
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