# ExtraaEdge Docs

## ExtraaEdge Docs - EdgeHub

- [Welcome to EdgeHub - ExtraaEdge Product PlayBook](https://docs.extraaedge.com/master.md): Welcome to ExtraaEdge!
- [What is EdgeHub?](https://docs.extraaedge.com/extraaedge-in-2-mins.md): EdgeHub by ExtraaEdge empowers educational institutions with expert insights, CRM strategies, and marketing automation tools to enhance admissions. Access best practices in the competitive education🎯
- [Lead List](https://docs.extraaedge.com/crm-overview/lead-list.md): The Lead List in ExtraaEdge CRM is a streamlined dashboard for counselors to efficiently track and manage prospective students throughout the admissions process.
- [My Followups](https://docs.extraaedge.com/crm-overview/my-followups.md): My Follow-up Activities in ExtraaEdge CRM helps counselors track and manage scheduled interactions, ensuring timely follow-ups and better engagement.
- [Failed Leads](https://docs.extraaedge.com/crm-overview/failed-leads.md): The Failed Leads section highlights leads that couldn’t be uploaded due to errors. It provides reasons for failure, allowing counselors to identify issues, correct them in the Excel file, & re-upload.
- [Marketing Campaigns](https://docs.extraaedge.com/crm-overview/marketing-campaigns.md): The Marketing Campaigns section allows counselors to create, track, and manage targeted campaigns across email, SMS, and WhatsApp.
- [Quick Add Lead Form](https://docs.extraaedge.com/adding-new-leads/quick-add-lead-form.md): Steps to Quickly Add a Lead in ExtraaEdge CRM
- [Add Lead Form](https://docs.extraaedge.com/adding-new-leads/add-lead-form.md): Guide to Adding a Lead in ExtraaEdge CRM
- [Bulk Upload](https://docs.extraaedge.com/adding-new-leads/bulk-upload.md): Bulk Lead Upload Process Guide
- [Automated Lead Capture with ExtraaEdge CRM](https://docs.extraaedge.com/adding-new-leads/direct-lead-flow-from-online-sources.md): Seamless Direct Lead Flow from Online Sources into ExtraaEdge CRM
- [Searching for a Lead](https://docs.extraaedge.com/managing-leads/search-lead.md): How to Search for a Lead in ExtraaEdge CRM
- [Comma-Separated Global Search](https://docs.extraaedge.com/managing-leads/search-lead-1.md)
- [Update/Edit lead details](https://docs.extraaedge.com/managing-leads/update-edit-lead-details.md)
- [Steps to Refer a Single Lead](https://docs.extraaedge.com/managing-leads/refer-a-lead-to-another-user.md): Referring a lead to another counselor.
- [Steps to Refer Bulk Leads](https://docs.extraaedge.com/managing-leads/refer-a-lead-to-another-user-1.md): Referring bulk lead to another counselor.
- [Steps to Refer Leads in Round Robin Manner](https://docs.extraaedge.com/managing-leads/refer-a-lead-to-another-user-2.md): Refer Leads in Round Robin Manner
- [Update lead Status & Sub Status](https://docs.extraaedge.com/managing-leads/update-lead-status.md): Updating lead Status -
- [Activities Tracking](https://docs.extraaedge.com/managing-leads/activities-tracking.md): Managing Leads
- [Sorting Leads](https://docs.extraaedge.com/managing-leads/sorting-leads.md): Managing leads
- [Delete a Lead](https://docs.extraaedge.com/managing-leads/delete-a-lead.md)
- [Adding  Followup](https://docs.extraaedge.com/lead-follow-up-activities/adding-followup.md): My Activities
- [Pending Followup](https://docs.extraaedge.com/lead-follow-up-activities/pending-followup.md): My Activities
- [Sending SMS to Individual Lead](https://docs.extraaedge.com/messaging-leads/sending-sms-to-one-lead.md): Sending SMS to an Individual Lead, you can send personalized SMS directly to a lead for quick and effective communication. This feature allows counselors to engage leads instantly.
- [Sending SMS to multiple leads](https://docs.extraaedge.com/messaging-leads/sending-sms-to-multiple-leads.md): ExtraaEdge CRM allows counselors to send bulk SMS to multiple leads at once, ensuring efficient communication. This feature helps in sharing important updates, event reminders, and follow-ups.
- [Sending Email to one lead](https://docs.extraaedge.com/emailing-leads/sending-email-to-one-lead.md): Lead Email - Communication
- [Sending Email To Multiple Leads](https://docs.extraaedge.com/emailing-leads/sending-email-to-multiple-leads.md): Lead Email Communication -
- [Drip Marketing](https://docs.extraaedge.com/drip-marketing-segmentation/drip-marketing.md): Drip Marketing is also known as Rule Engine, Segmentation
- [Calling using IVR](https://docs.extraaedge.com/calling-leads/calling-using-ivr.md): Calling leads
- [Calling using ExtraEdge Mobile App](https://docs.extraaedge.com/calling-leads/calling-using-extraedge-mobile-app.md): Calling leads using ExtraaEdge Mobile App
- [Downloading Leads](https://docs.extraaedge.com/bulk-activities/downloading-leads.md)
- [Enabling Pop-Up Notifications for Seamless Data Downloads](https://docs.extraaedge.com/bulk-activities/downloading-leads/enabling-pop-up-notifications-for-seamless-data-downloads.md)
- [Filtering Leads](https://docs.extraaedge.com/bulk-activities/filtering-leads.md): Managing Leads
- [Save List](https://docs.extraaedge.com/bulk-activities/save-list.md)
- [Quick Actions](https://docs.extraaedge.com/bulk-activities/quick-actions.md)
- [How to Create Communication Templates](https://docs.extraaedge.com/settings-panel/templates.md): Communication Templates
- [Creating Email Templates](https://docs.extraaedge.com/settings-panel/templates/untitled.md)
- [Creating SMS Template](https://docs.extraaedge.com/settings-panel/templates/creating-sms-template.md): SMS Communication Templates
- [Online Payment Collection](https://docs.extraaedge.com/advanced-features/online-payment-collection.md): This describes how to effectively send micro payments requests from ExtraaEdge to facilitate collections from the prospect students.
- [Forgot Password](https://docs.extraaedge.com/my-account/forgot-password.md)
- [Mobile Application Tutorial](https://docs.extraaedge.com/mobile-app/mobile-application-video.md)
- [App Permissions](https://docs.extraaedge.com/mobile-app/app-permissions.md): This document enlists the permissions required by the ExtraaEdge App and the details about every permission.
- [How to hard refresh your browser](https://docs.extraaedge.com/troubleshooting-faq/how-to-hard-refresh-your-browser.md)
- [How to clear your mobile app cache](https://docs.extraaedge.com/troubleshooting-faq/how-to-clear-your-mobile-app-cache.md)
- [How To Create WhatsApp Templates -](https://docs.extraaedge.com/whatsapp-business-api/how-to-create-whatsapp-templates.md): WhatsApp templates help businesses send pre-approved, structured messages for seamless communication
- [Sample Templates  -](https://docs.extraaedge.com/whatsapp-business-api/sample-templates.md): Here are sample WhatsApp templates to streamline customer communication. Customize them with your content, branding, and style to maintain consistency, save time, and boost engagement.
- [How To Send Individual WhatsApp -](https://docs.extraaedge.com/whatsapp-business-api/how-to-send-individual-whatsapp.md): Easily send personalized WhatsApp messages to individual leads or customers directly from your CRM. This feature allows you to engage with prospects, answer queries, and share important updates.
- [How To Send Bulk WhatsApp -](https://docs.extraaedge.com/whatsapp-business-api/how-to-send-bulk-whatsapp.md): Easily send WhatsApp messages to multiple leads or customers at once using the Bulk WhatsApp feature. This allows you to efficiently communicate important updates, announcements, reminders.
- [How To Create WhatsApp Automation](https://docs.extraaedge.com/whatsapp-business-api/how-to-create-whatsapp-automation.md): By defining automation rules, you can ensure timely responses, reduce manual effort, and enhance the customer experience.
- [How To Track WhatsApp Activity-](https://docs.extraaedge.com/whatsapp-business-api/how-to-track-whatsapp-activity.md)
- [How To Check WhatsApp Analytics-](https://docs.extraaedge.com/whatsapp-business-api/how-to-check-whatsapp-analytics.md)
- [Automation Rules To Start Off With Automation Easily -](https://docs.extraaedge.com/whatsapp-business-api/automation-rules-to-start-off-with-automation-easily.md): Starting with WhatsApp automation can streamline communication, improve engagement, and enhance the overall experience for students.
- [Do's And Don'ts For Creating Effective WhatsApp Templates -](https://docs.extraaedge.com/whatsapp-business-api/dos-and-donts-for-creating-effective-whatsapp-templates.md): Crafting the right WhatsApp templates ensures clear, engaging, and compliant communication.
- [Best Practices on Sending WhatsApp Outbound](https://docs.extraaedge.com/whatsapp-business-api/dos-and-donts-for-creating-effective-whatsapp-templates/best-practices-on-sending-whatsapp-outbound.md)
- [Template Guidelines By Meta -](https://docs.extraaedge.com/whatsapp-business-api/template-guidelines-by-meta.md): Meta has specific guidelines for WhatsApp message templates to ensure quality, compliance, and user-friendly communication
- [Common WhatsApp Business Message Failure Codes](https://docs.extraaedge.com/whatsapp-business-api/template-guidelines-by-meta/common-whatsapp-business-message-failure-codes.md)
- [Application Form Tracking System](https://docs.extraaedge.com/application-tracking-system/application-form-tracking-system.md): The Application Form Tracking System in ExtraaEdge's CRM empowers educational institutions by providing a comprehensive backend solution to monitor and streamline the student application process.
- [Application Journey -](https://docs.extraaedge.com/application-tracking-system/application-journey.md): Streamline Your Admission Process With A Structured Application Journey — From Inquiry To Enrollment.
- [CRM Analytics Dashboard](https://docs.extraaedge.com/analytics-dashboard/crm-analytics-dashboard.md): The ExtraaEdge CRM Analytics Dashboard offers powerful insights into leads, applications, and conversions.
- ["Best Practices for Error-Free Communication Templates"](https://docs.extraaedge.com/article/best-practices-for-error-free-communication-templates.md): Each article is designed to provide in‑depth guidance for internal teams, ensuring they have the tools, procedures, and best practices needed to quickly resolve issues and maintain system stability.
- [How ExtraaEdge Ensures World-Class Data Security](https://docs.extraaedge.com/data-security-and-privacy/how-extraaedge-ensures-world-class-data-security.md)
- [Compliance & Certifications](https://docs.extraaedge.com/data-security-and-privacy/how-extraaedge-ensures-world-class-data-security/compliance-and-certifications.md)
- [Infrastructure Security](https://docs.extraaedge.com/data-security-and-privacy/how-extraaedge-ensures-world-class-data-security/infrastructure-security.md)
- [Technical Protection Measures](https://docs.extraaedge.com/data-security-and-privacy/how-extraaedge-ensures-world-class-data-security/technical-protection-measures.md)
- [Customer Data Protection Measures](https://docs.extraaedge.com/data-security-and-privacy/how-extraaedge-ensures-world-class-data-security/customer-data-protection-measures.md)
- [Legal Protections](https://docs.extraaedge.com/data-security-and-privacy/how-extraaedge-ensures-world-class-data-security/legal-protections.md)
- [Continuous Monitoring & Threat Prevention](https://docs.extraaedge.com/data-security-and-privacy/how-extraaedge-ensures-world-class-data-security/continuous-monitoring-and-threat-prevention.md)
- [Conclusion](https://docs.extraaedge.com/data-security-and-privacy/how-extraaedge-ensures-world-class-data-security/conclusion.md)
- [Resolving Communication Template Errors](https://docs.extraaedge.com/resolving-communication-template-errors.md): Learn how to fix formatting errors, placeholder issues, character limits, and approval requirements to ensure seamless and effective communication.
- [Diagnosing Email and SMS Delivery Failures](https://docs.extraaedge.com/diagnosing-email-and-sms-delivery-failures.md): When experiencing email or SMS delivery failures, it is essential to have a structured approach for diagnosis and resolution.
- [Resolving Communication Automation Failures](https://docs.extraaedge.com/resolving-communication-automation-failures.md): Troubleshoot workflow errors, API failures, and delivery issues in ExtraaEdge CRM to ensure seamless automated communication via email, SMS, and WhatsApp.
- [Guidelines For Handling Customization Requests](https://docs.extraaedge.com/guidelines-for-handling-customization-requests.md)
- [Monitoring and Logging User Activity in ExtraaEdge CRM](https://docs.extraaedge.com/monitoring-and-logging-user-activity-in-extraaedge-crm.md): Track login reports, communication logs, and performance metrics via the Analytics Dashboard to enhance productivity, troubleshoot issues, and ensure data security.
- [What is an Admission CRM](https://docs.extraaedge.com/faqs/what-is-an-admission-crm.md): Common asked questions
- [Troubleshooting IVR Calls Connectivity Issues](https://docs.extraaedge.com/troubleshooting-ivr-calls-connectivity-issues.md)
- [Handling WhatsApp Business API Integration Issues](https://docs.extraaedge.com/handling-whatsapp-business-api-integration-issues.md)
- [Handling Duplicate Lead Issues Internally](https://docs.extraaedge.com/handling-duplicate-lead-issues-internally.md)
- [Resolving Mobile App Cache and Refresh Issues](https://docs.extraaedge.com/resolving-mobile-app-cache-and-refresh-issues.md)
- [Fast Answers to simple questions](https://docs.extraaedge.com/fast-answers-to-simple-questions.md)
- [Payment Installment Management: Step-by-Step Guide](https://docs.extraaedge.com/payment-installment-management-step-by-step-guide.md): Simplify student fee collection with ExtraaEdge’s Payment Module, an extension of the Application Form product. Enable flexible installment-based payments module.
- [Accessing the Payment Module & Creating a Payment Package](https://docs.extraaedge.com/accessing-the-payment-module-and-creating-a-payment-package.md): The Payment Package page helps you create flexible fee structures for your courses. From defining total fees to setting installment schedules, discounts, and automated reminders.
- [Installment Management Panel -](https://docs.extraaedge.com/installment-management-panel.md): The Installment Package feature enables flexible payment management. Easily adjust installment payment, apply discounts, or update packages for individual leads, all in just a few clicks.
- [Workflow Automation](https://docs.extraaedge.com/workflow-automation/workflow-automation.md): Workflow Automation enables you to automate lead updates and communications based on predefined rules. It helps streamline processes, save time, and ensure consistent engagement with leads.
- [Three Workflow Categories:](https://docs.extraaedge.com/workflow-automation/three-workflow-categories.md): Workflow Automation offers multiple categories to help you design automations based on your business needs.