Utilizing the Funnel Steps Tab in Surplus Systems CRM
Maximize the effectiveness of your sales process by learning how to use the Funnel Steps tab in Surplus Systems CRM. This article provides a detailed guide on navigating and managing the steps within your funnels, enabling you to track progress, customize stages, and optimize your conversion strategies effortlessly.
1. Start by clicking 'Funnels'
2. Click 'New Funnel' button to create a funnel
3. Choose creating a funnel either from blank or from templates
4. Click 'Create' once done selecting.
5. This is the funnel list. Click on your new created funnel to edit.
6. This is the funnel header.
7. This is the funnel steps.
8. This is the overview per step.
9. This is the product tab, if you want to add a product within the funnel step, click '+Add Product' button
10. Fill in these details to add a product and then hit 'Save' once done.
11. Next, publishing tab.
12. Click this icon to share funnel.
13. Next, click this button to add new step.
14. Fill in details for the new step in funnel.
15. You can clone the funnel step as well by clicking this button.
16. Lastly, delete the funnel step by clicking this button.
