ExtraaEdge Docs

Welcome to ExtraaEdge product help & guide
ExtraaEdge in 2 mins
CRM Overview
Adding New Leads
Managing Leads
My Followups
- Adding Followup
- Pending Followup
Messaging 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
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
😀TROUBLESHOOTING FAQ
- How to hard refresh your browser
- How to clear your mobile app cache

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Quick Actions

PreviousSave List NextCommunication Templates

Last updated 3 years ago

Watch the video tutorial:
https://www.youtube.com/watch?v=jIdaRfsOsF8&list=PLLrABDACkIhxwoXvBzsdLNbqumBa-9kgD&index=27&t=0s

Quick action helps you to perform few quick actions on selected leads

Step 1 : Go to Lead List

Step 2: Select multiple leads

Step 3 : Choose which quick action you would like to perform

like Send Email, Send SMS, Refer Leads, Change status to Closed, Change Status to Enrolled

Step 4 : As per your selection, respective panel will open.

Follow the steps to perform the quick actions.

Click here to know more about send Email

Click here to know more about send SMS

Click here to know more about Refer All leads

Click here to know more about Status Change