Leveraging Form Submissions in Surplus Systems CRM
Maximize the potential of your lead capture forms by effectively utilizing form submissions in Surplus Systems CRM. This guide provides detailed instructions on how to view, manage, and analyze form submissions, enabling you to gather valuable customer data, streamline follow-up processes, and enhance your marketing strategies."
1. Start by clicking 'Websites'.
2. Next, access the Submissions section.
3. Select date range to filter submitted forms based on selected dates.
4. Next, select the form category that you'd like to generate.
5. Select how many records you'd like to display in this area.
6. List of form records will display in this area.
7. Detailed form records will display here.
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Leveraging Form Submissions in Surplus Systems CRM | SURPLUS SYSTEMS