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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'.

1 Click on the element.

2. Next, access the Submissions section.

2 Click on "Submissions".

3. Select date range to filter submitted forms based on selected dates.

3 Afterwards, click on "Submissions".

4. Next, select the form category that you'd like to generate.

4 Click on "No records found".

5. Select how many records you'd like to display in this area.

5 Click on "No records found".

6. List of form records will display in this area.

6 Upload

7. Detailed form records will display here.

7 Upload

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