Understanding the Contact Profile in Surplus Systems CRM

Dive into the features and functionalities of the Contact Profile in Surplus Systems CRM. This article provides a detailed look at how to access, update, and utilize contact profiles to capture crucial information, track activity history, and improve your customer relationship management strategies

1. Click on the CRM.

1 Click on the element.

2. After that, select a contact.

2 After that, click on "TC".

3. Please note that this is the contact profile.

3 Then, click on "contact".

4. If you want to hide empty fields, click on this box.

4 Click on the element.

5. Under your contact profile, there are several sections related to that contact. One of it is Actions & Disposition section.

5 Now, click on the element.

6. Next up, contact details

6 Next up, click on the element.

7. After that, click on "Case Details".

7 After that, click on "Case Details".

8. Click on "State Funds".

8 Click on "State Dispositions".

9. Next is "General Info".

9 Click on "General Info".

10. Next is Commissions.

10 Following that, click on "10% Fee".

11. Next, click on additional info

11 Afterwards, click on "Opt In to Receive SMS Notifications, Alerts & Occasional Mar...".

12. You can see Tag details as well for this contact

12 Click on "levelup phone priority 13".

13. Automation section for contact

13 Click on the element.

14. DND options

14 Afterwards, click on "DND".

15. Moving forward to the Conversation Section of the contact, you can mark as read/unread the conversation.

15 Click here.

16. Click Phone icon to call the contact.

16 Click on the element.

17. Available filters to use in contacts.

17 Click here.

18. For SMS, you can attach a file by clicking this icon.

18 Next, click on the element.

19. Next is you can Insert SMS templates by clicking this icon

19 Click on the element.

20. You can request a payment as well for this contact, just click this icon to fill in details for invoice.

20 Click on the element.

21. Lastly, you may insert a custom field by clicking this '+' icon.

21 Click here.

22. You can set a schedule as well in sending the SMS message. Just click on this icon to pick date and time of sending.

22 Click here.

23. Following that, click on "Send". to send right away the message content.

23 Following that, click on "Send".

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