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Securing Your Sales Funnels with the Security Tab in Surplus Systems CRM

Ensure your sales data is protected by learning how to use the Security tab in Surplus Systems CRM. This guide explains how to configure user permissions, manage access controls, and implement security measures within your sales funnels, keeping sensitive information secure while maintaining team productivity

1. Start by selecting 'Websites' to proceed.

1 First up, click on "Websites".

2. Next, choose a funnel.

2 After that, click on the element.

3. Then, head over to the 'Security' tab.

3 Afterwards, click on "Security".

4. After that, opt to 'Add security header'.

4 Following that, click on "Add security header".

5. Fill in details in adding custom header.

5 Following that, click on the element.

6. After inputting, seek guidance by clicking 'Need help with security headers?'

6 Now, click on "Need help with security headers?".

7 Click on "References".

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Securing Your Sales Funnels with the Security Tab in Surplus Systems CRM | SURPLUS SYSTEMS