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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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Mobile Application Video
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TROUBLESHOOTING FAQ
How to hard refresh your browser
How to clear your mobile app cache
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Marketing Campaigns
Watch our video :
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Marketing section gives you a list of all your marketing campaigns. '
From Marketing section you will be able to
  1. 1.
    Review performance of all marketing campaigns
  2. 2.
    View list of leads generated from the campaign
  3. 3.
    Edit the campaign
  4. 4.
    Stop the campaign
Marketing Campaign Panel
CRM Overview - Previous
Failed Leads
Next - CRM Overview
Reports
Last modified 9mo ago
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