Understanding Automation Requirements in Surplus Systems CRM

Ensure your automation processes run smoothly by learning about the key requirements in Surplus Systems CRM. This article outlines the necessary conditions and best practices for setting up effective automation workflows, helping you optimize your CRM activities and achieve consistent results


1. Start by clicking CRM.

1 Click on the element.

2. Next, select a contact.

2 Click on "Test 2".

3. Continue by selecting 'Contact' from the options.

3 Click on "Contact".

4. So the information lead should have First Name

4 Following that, click here.

5. Last Name

5 Next, click on "Contact".

6. Phone type whether its Landline or Wireless

6 Click here.

7. Click Type of Contact

7 Click here.

8. Type of Contact if the contact is relative, client, spouse, so on.

8 Click here.

9. Client name

9 Click here.

10. Date of birth

10 Click on "Client".

11. Contact Source

11 Upload

12. And the mailing address. Those are the mandatory fields if you have those as well as the Foreclosure Property

12 Click on "First Name".
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