ExtraaEdge Docs
  • Welcome to EdgeHub - ExtraaEdge Product PlayBook
  • What is EdgeHub ?
  • CRM Overview
    • Lead List
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  • Adding New Leads
    • Quick Add Lead Form
    • Add Lead Form
    • Bulk Upload
    • Automated Lead Capture with ExtraaEdge CRM
  • Managing Leads
    • Searching a Lead
    • Comma-Separated Global Search
    • Update/Edit lead details
    • Steps to Refer a Single Lead
    • Steps to Refer Bulk Leads
    • Steps to Refer Leads in Round Robin Manner
    • Update lead Status & Sub Status
    • Activities Tracking
    • Sorting Leads
    • Delete a Lead
  • My Followups
    • Adding Followup
    • Pending Followup
  • SMS Messaging To Leads
    • Sending SMS to Individual 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
      • Enabling Pop-Up Notifications for Seamless Data Downloads
    • Filtering Leads
    • Save List
    • Quick Actions
  • Settings Panel
    • Communication Templates
      • Creating Email Templates
      • Creating SMS Template
  • Advanced Features
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    • Mobile Application Tutorial
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  • API Docs
  • What's New in ExtraaEdge
  • All Help Videos
  • Our Story
  • TROUBLESHOOTING FAQ
    • How to hard refresh your browser
    • How to clear your mobile app cache
  • WhatsApp Business API
    • How To Create WhatsApp Templates -
    • Sample Templates -
    • How To Send Individual WhatsApp -
    • How To Send Bulk WhatsApp -
    • How To Create WhatsApp Automation
    • How To Track WhatsApp Activity-
    • How To Check WhatsApp Analytics-
    • Automation Rules To Start Off With Automation Easily -
    • Do's And Don'ts For Creating Effective WhatsApp Templates -
    • Template Guidelines By Meta -
      • Common WhatsApp Business Message Failure Codes
  • Application Tracking System
    • Application Form Tracking System
    • Application Journey -
  • ANALYTICS DASHBOARD
    • CRM Analytics Dashboard
  • ARTICLE
    • "Best Practices for Error-Free Communication Templates"
  • DATA SECURITY & PRIVACY
    • How ExtraaEdge Ensures World-Class Data Security
      • Compliance & Certifications
      • Infrastructure Security
      • Technical Protection Measures
      • Customer Data Protection Measures
      • Legal Protections
      • Continuous Monitoring & Threat Prevention
      • Conclusion
  • Resolving Communication Template Errors
  • Diagnosing Email and SMS Delivery Failures
  • Resolving Communication Automation Failures
  • Guidelines For Handling Customization Requests
  • Monitoring and Logging User Activity in ExtraaEdge CRM
  • FAQs
    • What is an Admission CRM
  • Troubleshooting IVR Calls Connectivity Issues
  • Handling WhatsApp Business API Integration Issues
  • Handling Duplicate Lead Issues Internally
  • Resolving Mobile App Cache and Refresh Issues
  • Fast Answers to simple questions
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  1. Managing Leads

Delete a Lead

PreviousSorting LeadsNextAdding Followup

Last updated 2 months ago

Wrongly added a lead? Not a worry. You can delete a lead.

Step 1 : Go to Lead List

Step 2 : Click on three dots on a lead card & Select delete option