Setting Up Your Business Profile on Surplus Systems

Learn how to quickly set up and customize your business profile on Surplus Systems. This guide covers everything from entering company information to adjusting settings to represent your brand effectively. Ideal for users starting off or optimizing their CRM experience.

1. Start by selecting the Settings icon.

1 Next up, click on the element.

2. Next, navigate here to locate the Location ID

2 Click on "Location ID".

3. In this area, you can upload or remove a business logo.

3 Click on "Upload".

4. Provide Friendly Business Name for your account

4 Click on the element.

5. Next fill out the 'Legal Business Name' input field.

5 Once that's done, click here.

6. Proceed in providing your 'Business Email'.

6 Then, click here.

7. Now enter your 'Business Phone' details.

7 Following that, click on the element.

8. Next, type your 'Branded Domain'.

8 Click on the element.

9. Proceed to key in your 'Business Website'.

9 Click here.

10. Select a Business Niche from the list

10 Click here.

11. This is where your API Key located

11 Click on "API Key".

12. Finally, click 'Update Information' to save changes.

12 Click on "Update Information".

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