Funnels

This section provides information on using funnels within your CRM.

Overview Funnels

How to create a new Funnel

How to use funnels steps tab

How to use funnels stats tab

How to use funnels sales tab

How to use funnels settings tab

How to Add Products in funnels

Overview and Settings of Funnel Builder

How to use manage settings with the funnel builder

How to use columns with the funnel builder

How to use rows with the funnel builder

How to use sections with the funnel builder

How to use elements with the funnel builder

How to use headlines with the funnel builder

How to use sub-headlines with the funnel builder

How to use paragraph with the funnel builder

How to use bullet list with the funnel builder

How to use buttons with the funnel builder

How to use forms with the funnel builder

How to use blog post with the funnel builder

How to add video with the funnel builder

How to add and customize image with the funnel builder

How to Create a Blog

How to Add Created Blog in Funnel

How to set up your client portal : Branding your Client Portal

How to set up your client portal:Configuring a custom Domain

FAQs Client Portal

How to add and or edit a product to support multiple quantities

How to Enable Coupon codes in Funnel builder

XML Sitemaps

Overview of Funnels in Surplus Systems CRM

Creating a New Funnel in Surplus Systems CRM

Utilizing the Funnel Steps Tab in Surplus Systems CRM

Analyzing Performance with the Funnel Stats Tab in Surplus Systems CRM

Managing Sales with the Funnel Sales Tab in Surplus Systems CRM

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

Mastering the Funnels Settings Tab: A Step-by-Step Guide

Effortlessly Adding Products to Your Funnels: A Step-by-Step Guide