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.
2. Next, choose a funnel.
3. Then, head over to the 'Security' tab.
4. After that, opt to 'Add security header'.
5. Fill in details in adding custom header.
6. After inputting, seek guidance by clicking 'Need help with security headers?'