Navigating Dashboard Activities on Surplus Systems
Discover how to efficiently manage and monitor your dashboard activities on Surplus Systems. This guide offers insights into interpreting data, customizing views, and prioritizing tasks directly from your dashboard for improved productivity and decision-making.
1. To start, select Home
2. Under Manual Actions...
3. You can see the Total Dialed Leads under your account
4. Then, maneuver to Total SMS
5. Next, Total Pending Overview
6. Subsequently, direct your action toward 'Go to Dialer'.
7. Next up, navigate to 'Manual Actions' to Start Dialing a Lead
8. Go back to Home
9. List of Recent Contacts accessed from your account
10. Lastly, you can see your booked appointments in this area
11. You can directly add an appointment here. You just have to click 'Add Appointment'
12. Under Appointment Tab, fill in details for you to book an appointment
13. Hit this button to 'Save' the appointment details
14. Under Blocked off time, fill in details to Block off time in your calendar
15. Finally, hit this button to Save Blocked off time