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.
2. Next, select a funnel from the options presented.
3. Then, navigate to the 'Sales' tab to view sales data.
4. Afterwards, access the full list of orders and transactions.
5. Now, set the start and end dates for your sales report.
6. Opt to download the data by clicking this download icon.
7. This is your customer's name.
8. Following that, click on 'Email' to sort by customer emails.
9. Continue to 'Product name' to analyze sales by product.
10. Then, go to 'Transaction Id' for specific transaction details.
11. Click on 'Amount' to see transaction values.
12. Afterward, fine-tune the display by selecting 'Step'.
13. Finally, review the 'Purchase Date' for each transaction.