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ExtraaEdge Docs

Welcome to EdgeHub - ExtraaEdge Product PlayBook
What is EdgeHub?
CRM Overview
Adding New Leads
Managing Leads
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
Settings Panel
- Communication Templates
  - Creating Email Templates
  - Creating SMS Template
Advanced Features
- Online Payment Collection
My Account
- Forgot Password
Mobile App
- Mobile Application Tutorial
- App Permissions
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
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
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
Payment Installment Management: Step-by-Step Guide
Accessing the Payment Module & Creating a Payment Package
Installment Management Panel -
Workflow Automation
- Workflow Automation
- Three Workflow Categories:

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Settings Panel

Communication Templates

Communication Templates

Creating Email Templates Creating SMS Template

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Last updated 5 years ago