Mastering Contact Management in Surplus Systems: An Overview
Get a complete understanding of how to manage your contacts within Surplus Systems with this detailed overview. Learn about the features and tools available for organizing, tracking, and optimizing interactions with your contacts, enhancing your ability to maintain valuable relationships and streamline communication efforts.
1. Start by selecting CRM Tab
2. In contacts, these are the default columns that you can view. First is the contact name.
3. phone
4. email
5. date created
6. last activity
7. and Tags column
8. Here, you can also choose additional columns you want to include in the list.
9. Next, opt for the 'More Filters' feature.
10. Filters are used to customized your needs
11. In here is the 'Quick search' feature.
12. Next is the Add Contact button.
13. Lastly, Refresh your page by using the 'Refresh' button.