Searching a Lead

How to Search for a Lead in ExtraaEdge CRM

You will be easily find out your lead from your large database.

Login to the System

Open the platform and enter your credentials.
On the top navigation bar, you will find a Global Search bar.

Choose Search Criteria

From the dropdown, you can search for a lead using different criteria:
- Global Search – Search across all fields.
- Applicant Name – Search by the student's full or partial name.
- Mobile No – Enter the mobile number to search for a specific applicant.
- Email Id – Search using the applicant’s email address.
- Application No – Look up a lead using their application number (Optional).
- Aadhar Card No – Search using the applicant’s Aadhar card number (Optional).

Enter Search Query and Execute Search

Once you've selected a search category, enter the applicant’s name, email, phone number, or application number in the search box.

Click on the magnifying glass icon or press Enter to execute the search.

View Search Results

The search results will appear below, displaying a lead that match the query.

Each result will show

Applicant Name
Mobile Number
Status (Untouched, Follow-up, Interested, etc.)
Icons for communication (call, email, WhatsApp, etc.)
Lead details (View all button)

We can add Advanced Search options for more refined lead searches. To enable Advanced Search for your account, go to Raise a Ticket in the CRM and submit a request.

PreviousAutomated Lead Capture with ExtraaEdge CRM NextComma-Separated Global Search

Last updated 2 months ago

You will be easily find out your lead from your large database.

Login to the System

Open the platform and enter your credentials.
On the top navigation bar, you will find a Global Search bar.

Choose Search Criteria

From the dropdown, you can search for a lead using different criteria:
- Global Search – Search across all fields.
- Applicant Name – Search by the student's full or partial name.
- Mobile No – Enter the mobile number to search for a specific applicant.
- Email Id – Search using the applicant’s email address.
- Application No – Look up a lead using their application number (Optional).
- Aadhar Card No – Search using the applicant’s Aadhar card number (Optional).

Enter Search Query and Execute Search

Once you've selected a search category, enter the applicant’s name, email, phone number, or application number in the search box.

Click on the magnifying glass icon or press Enter to execute the search.

View Search Results

The search results will appear below, displaying a lead that match the query.

Each result will show

Applicant Name
Mobile Number
Status (Untouched, Follow-up, Interested, etc.)
Icons for communication (call, email, WhatsApp, etc.)
Lead details (View all button)

We can add Advanced Search options for more refined lead searches. To enable Advanced Search for your account, go to Raise a Ticket in the CRM and submit a request.