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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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Quick Actions
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
Bulk Activities - Previous
Save List
Next - Settings Panel
Communication Templates
Last modified
3mo ago
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