Surplus Funds Training – Video Library
LEARN HOW TO USE THE SYSTEM VIDEOS
Paperwork
Surplus Funds Tools
Resources
Operations
A2P 10DLC Compliance Training
How to Setup A2P Registration
LOOM
This collection will guide you on how to use LOOM application
Affiliate
Maximize your understanding of utilizing Affiliates in your CRM with the insightful information provided in this section.
Automation
Automations in your CRM provide a powerful way to automate tedious and repetitive tasks, and improve your business's workflow efficiency.
Deals
Master the art of tracking and managing your deals using Surplus Systems. This section provides concise guides and practical tips to streamline your deal management process, ensuring no opportunity slips through the cracks. Simplify your path to closing with effective, easy-to-follow advice.
Websites
Unlock the full potential of your online presence with our 'Websites' category. This section is your comprehensive guide to creating, customizing, and optimizing your business website using Surplus Systems. From basic setups to advanced functionalities, learn how to effectively manage your web presence to attract and engage more leads."
Domain
This section provides information on how to use domains
Business Profile
This section provides guidance on how to effectively manage your business profile.
Blogs
This Collection will guide you on how to use blogs for your CRM
Calendars
When it comes to calendars, this training area will provide you with guidance on how to effectively use the calendar functions in your CRM platform.
Chat Widget
Here's everything you need to know about using the chat widget with your CRM
CRM
Managing contacts in your CRM system is an essential aspect of maintaining accurate customer data and effectively communicating with your customers.
Custom Fields
This section will guide you on how to effectively use custom fields within your CRM.
Settings
The settings section is where you can set up and adjust various components within your CRM.
Custom Values
In this section you will learn about custom values and how they are used in CRMs.
Conversation AI
This collection will guide you on how to use Conversation AI
Dashboard
These set of articles offer a summary of the dashboard's features and its importance to your Business.
Emails
Enhance your understanding of effectively using Emails in your CRM with the valuable information provided in this section.
Funnels
This section provides information on using funnels within your CRM.
Forms
Here's everything you need to know about using forms in your CRM
Inbox
This section is designed to help you get the most out of your Inbox and access all the features that can take your conversations t to the next level.
Invoices
The Invoices section provides various guides to help you utilize all of the invoicing features in your CRM.
Integrations
This collection will help you on how to integrate other apps to your crm
Marketing
CRM automation tools enable businesses to automate repetitive marketing tasks such as lead generation, email campaigns, social media management, and more.
Media
This collection will guide you on how to use Media with your CRM
Memberships
Here's everything you need to know about using Memberships in your CRM
Message Templates
Here's everything you need to know about using messaging templates in your CRM
My Profile
Through the profile area, you can easily manage a diverse range of features including personal integrations, calendars, availability, personal information and much more.
My staff
How to Manage Your Staff in Your CRM
Pipelines
This section will teach you how to effectively use pipelines with your CRM.
Phone
Here, you will find advice on integrating phone numbers into your CRM system, setting up automated calling processes, and using phone features to improve customer communication.
URL Redirect
This section teaches you how to utilize URL Redirects effectively.
Reporting
Reporting provides metrics on performance, allowing businesses to track progress, identify areas for improvement, and make data-driven decisions.
Reputation
This collection will guide you how to use reputation
Social Media Posting
Here's everything you need to know about using Social Media Posting features in your CRM
Survey
This ultimate guide covers all the important information you need to know about effectively using Surveys in your CRM.
Sites
In this article, we'll explore the benefits of using Sites in your CRM and provide a step-by-step guide to creating, editing, and managing your sites.
Tags
This section presents a comprehensive articles on creating, implementing and administering tags in your CRM.
Tasks
How to Use Tasks and Boost Your Productivity Inside Your CRM
Triggers links
Here's everything you need to know about using trigger links in your CRM
Wordpress
This section provides information on using WordPress within your CRM
Workflow
Explore the essential information you need to know about effectively using Workflows in your CRM with this comprehensive guide.
Frequently Asked Questions
This collection will show you some frequently asked questions about the arm
Terms and Policies
This section provides documentation regarding our terms, privacy, and other helpful articles to ensure compliance while using our CRM for your daily business operations.
Custom Objects
LOOM
This collection will guide you on how to use LOOM application