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Mastering Contact Management in Surplus Systems: An Overview | SURPLUS SYSTEMS

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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

1 Click on the element.

2. In contacts, these are the default columns that you can view. First is the contact name.

2 Now, click on "Name".

3. phone

3 Click on "Phone".

4. email

4 Click on "Email".

5. date created

5 Now, click on "Created".

6. last activity

6 Click on "Last Activity".

7. and Tags column

7 Afterwards, click on "Tags".

8. Here, you can also choose additional columns you want to include in the list.

8 Click on "All".

9. Next, opt for the 'More Filters' feature.

9 Next, click on "More Filters".

10. Filters are used to customized your needs

10 Click on "Most Used".

11. In here is the 'Quick search' feature.

11 Click on the element.

12. Next is the Add Contact button.

12 Following that, click on "Add Contact".

13. Lastly, Refresh your page by using the 'Refresh' button.

13 Click on "Refresh".

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