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.
2. Next, select a contact.
3. Continue by selecting 'Contact' from the options.
4. So the information lead should have First Name
5. Last Name
6. Phone type whether its Landline or Wireless
7. Click Type of Contact
8. Type of Contact if the contact is relative, client, spouse, so on.
9. Client name
10. Date of birth
11. Contact Source
12. And the mailing address. Those are the mandatory fields if you have those as well as the Foreclosure Property
