| SURPLUS SYSTEMS

TRAINING VIDEOS

LEARN HOW TO USE THE SYSTEM VIDEOS

A2P 10DLC Compliance Training

How to Setup A2P Registration

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."

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.

Domain

This section provides information on how to use domains

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.

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.

LOOM

This collection will guide you on how to use LOOM application

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.