Adding Contacts in Surplus Systems: A Simple Guide

Learn how to efficiently add new contacts to your Surplus Systems CRM with this easy-to-follow guide. Discover the steps to input contact information, categorize contacts for better organization, and utilize additional features to enhance the management of your professional network and customer base.

1. Start by selecting CRM to access Contacts

1 To commence, click here.

2. Next, click the button labeled Add Contact.

2 Click on "Add Contact".

3. You can upload a logo or image in this section.

3 Once that's done, click on "Change".

4. Enter the first name in the provided text field.

4 Click on the element.

5. Similarly, add the last name in the next text field.

5 Once that's done, click on the element.

6. Proceed to input the primary email in the corresponding text box.

6 Click here.

7. To add more emails, click on Add email and input details.

7 Following that, click on "Add email".

8. Enter a primary phone number in the appropriate text field.

8 Afterwards, click on the element.

9. Click on Add Phone Numbers if you'd like to add more.

9 Next up, click on "Add Phone Numbers".

10. Select your Time Zone.

10 Click on "Choose one...".

11. You can set here the DND Options

11 Then, click on "DND Inbound Calls and SMS".

12. Once all information is accurately filled, finalize by clicking Save.

12 Afterwards, click on "Save".

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