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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
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Advanced Features
Online Payment Collection
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Forgot Password
Mobile App
Mobile Application Video
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API Docs
What's New in ExtraaEdge
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Our Story
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TROUBLESHOOTING FAQ
How to hard refresh your browser
How to clear your mobile app cache
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Filtering Leads
Managing Leads
Watch the video tutorial :
You can apply multiple filters as per to get the relevant leads.

Step 1: Click on the Filters icon

Step 2: Filter panel will open. Apply your filters

Step 3: Click on APPLY FILTER

Also, You can save this list for future reference. To save, click on Save Filter List
Bulk Activities - Previous
Refer All Leads
Next - Bulk Activities
Save List
Last modified 9mo ago
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