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.
2. Funnel list will be displayed like this
3. Then, proceed to create a folder by clicking 'Create Folder'.
4. Provide a folder name for your funnel.
5. Following this, confirm your actions by clicking 'Confirm'.
6. Next, you can create a new funnel by clicking this button.
7. You can choose Create Funnel from Blank OR from Templates.
8. In here, you can search a specific funnel.
9. In here, you can see the funnels name.
10. Then, click on 'Last Updated' for recent information.
11. Click this 3 dots to view options
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.
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Overview of Funnels in Surplus Systems CRM | SURPLUS SYSTEMS