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Welcome to ExtraaEdge product help & guide
ExtraaEdge in 2 mins
CRM Overview
Lead List
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Quick Add Lead Form
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Activities Tracking
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Delete a Lead
My Followups
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Emailing Leads
Sending Email to one lead
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Communication Automation
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TROUBLESHOOTING FAQ
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Save List
You can save the filtered leads as a list for your future reference

Step 1 : Go to Lead List

Step 2 : Apply required filters

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.
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Bulk Activities - Previous
Filtering Leads
Next - Bulk Activities
Quick Actions
Last modified 9mo ago
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