Learn how to build and configure a new sales funnel in Surplus Systems CRM with this step-by-step guide. This article covers everything from setting up stages to customizing your funnel to match your sales process, helping you effectively track and convert leads through your marketing pipeline.
1. Start by selecting Websites section.
2. Next, initiate the creation of a new funnel.
3. Then, if you want to start from scratch, provide a name for your new funnel here.
4. Following that, finalize by clicking on 'Create'.
5. You ca now add your steps here.
6. Continue by selecting the 'Back' option to proceed with the templated funnel.
7. Once more, opt to create a new funnel.
8. Afterward, choose to start with a prebuilt funnel.
9. Keep going by pressing 'Continue'.
10. Next, adjust settings using these funnel templates.
11. Then, make edits by selecting 'Edit'.
12. Proceed by clicking on 'Continue'.
13. Next, add necessary elements. Once done, you can now Save or Publish this template.
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Creating a New Funnel in Surplus Systems CRM | SURPLUS SYSTEMS