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Managing Sales with the Funnel Sales Tab in Surplus Systems CRM

Enhance your sales tracking and management by utilizing the Funnel Sales tab in Surplus Systems CRM. This guide offers a detailed walkthrough on how to navigate and use this feature to monitor sales activities, view pipeline progress, and drive revenue growth by keeping your sales process organized and efficient

1. Start by clicking here to enter the funnel.

1 Click on the element.

2. Next, select a funnel from the options presented.

2 Next, click on "Name".

3. Then, navigate to the 'Sales' tab to view sales data.

3 Now, click on "Sales".

4. Afterwards, access the full list of orders and transactions.

4 Then, click on "All orders/sales on version 2 of the this funnel are availab...".

5. Now, set the start and end dates for your sales report.

5 Click here.

6. Opt to download the data by clicking this download icon.

6 Click here.

7. This is your customer's name.

7 Once that's done, click on "Customer".

8. Following that, click on 'Email' to sort by customer emails.

8 Click on "Email".

9. Continue to 'Product name' to analyze sales by product.

9 Click on "Product name".

10. Then, go to 'Transaction Id' for specific transaction details.

10 Click on "Transaction Id".

11. Click on 'Amount' to see transaction values.

11 After, click on "Amount".

12. Afterward, fine-tune the display by selecting 'Step'.

12 After that, click on "Step".

13. Finally, review the 'Purchase Date' for each transaction.

13 Click on "Purchase Date".

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