Creating a New Funnel in Surplus Systems CRM

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.

1 First, click here.

2. Next, initiate the creation of a new funnel.

2 After that, click on "New Funnel".

3. Then, if you want to start from scratch, provide a name for your new funnel here.

3 Then, click here.

4. Following that, finalize by clicking on 'Create'.

4 Click on "Create".

5. You ca now add your steps here.

5 Next, click on the element.

6. Continue by selecting the 'Back' option to proceed with the templated funnel.

6 Following that, click on "Back".

7. Once more, opt to create a new funnel.

7 Click on "New Funnel".

8. Afterward, choose to start with a prebuilt funnel.

8 Click on "Jumpstart with an awesome prebuilt Funnel".

9. Keep going by pressing 'Continue'.

9 Click on "Continue".

10. Next, adjust settings using these funnel templates.

10 Click on "Filters".

11. Then, make edits by selecting 'Edit'.

11 Click on "Edit".

12. Proceed by clicking on 'Continue'.

12 Once that's done, click on "Continue".

13. Next, add necessary elements. Once done, you can now Save or Publish this template.

13 Click on the element.

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