Overview of Funnels in Surplus Systems CRM

Get an in-depth understanding of the Funnels feature in Surplus Systems CRM. This article provides a comprehensive overview of how funnels can help you visualize and manage your sales process, track prospects' journey from leads to conversions, and optimize your marketing strategies for better outcomes.

1. Start by selecting the 'Websites' option.

1 Firstly, click here.

2. Funnel list will be displayed like this

2 Click on "Funnels".

3. Then, proceed to create a folder by clicking 'Create Folder'.

3 After that, click on "Name".

4. Provide a folder name for your funnel.

4 Click on the element.

5. Following this, confirm your actions by clicking 'Confirm'.

5 Upload

6. Next, you can create a new funnel by clicking this button.

6 Click on "New Funnel".

7. You can choose Create Funnel from Blank OR from Templates.

7 Click on the element.

8. In here, you can search a specific funnel.

8 Click here.

9. In here, you can see the funnels name.

9 Click on "Funnels".

10. Then, click on 'Last Updated' for recent information.

10 After, click on "Name".

11. Click this 3 dots to view options

11 After that, click on the element.

12. You can edit, clone, move the funnel to folder, upload to funnel templates, share and delete the funnel. These are the actions you can choose for further process.

12 After that, click here.

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