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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
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API Docs
What's New in ExtraaEdge
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Save List
Watch the video tutorial :
https://www.youtube.com/watch?v=31D86ffD7l4&list=PLLrABDACkIhxwoXvBzsdLNbqumBa-9kgD&index=32
You can save the filtered leads as a list for your future reference
Step 1 : Go to Lead List
Step 2 : Apply required filters
Refer Filtering Leads article here
Step 3 : Click on Save List
Step 4 : Add Visible to Users and If you wish to refer leads, add users in Assigned To
Step 5 : Click on Save List
You can merge new leads with the existing list as well. Just Select Merge with Existing List option.
Bulk Activities - Previous
Filtering Leads
Next - Bulk Activities
Quick Actions
Last modified
3mo ago
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