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Surplus Funds Training – Video Library
Surplus Funds Training – Video Library
LEARN HOW TO USE THE SYSTEM VIDEOS
How to Use and Customize Canva Templates for Social Media
How to Register Your Number to Reduce Spam Calls
Using the Nationwide Attorney List in Surplus Systems
IMPORTING LEADS
How to access and use our in-house Skip Tracing Import Template.
Bulk Import Template – Use ONLY if Skip Traced Outside the CRM
SKIP TRACING
Run Single Skip
Run Bulk Skip
Skip Tracing Troubleshooting
Phone Validation and DNC Checker Feature Tutorial
Understanding Phone Priority Tags: What They Are and How to Use Them
Automation Flow
Automation Requirements
Surplus System Automation
WORKING LEADS
Lead Dispositions
Correct person Flow
How to Remove Leads from the Dialer in Surplus Systems CRM
Removing leads From Dialer
Marketing Templates
Surplus Calculator
Assigning Leads
Contract Setup
Creating Contracts
Adding Custom Fields
Creating Contract template
Sending Contract
Direct MAIL
Directmail System Videos
Direct Mail Pricing
Direct mail Postcards
Direct mail Letters
DIRECT MAIL CUSTOM FIELDS
Automation Setup
Setting Up a Dialer in Surplus Systems CRM
Understanding Automation Requirements in Surplus Systems CRM
SURPLUS SYSTEMS- CREATING A DIALER
How to Edit Templates in Surplus Systems CRM
SETTING UP FACEBOOK BOT
CREATING FB PAGE
Top CRM Integration Applications to Enhance Efficiency and Productivity
Overage bot overview
Surplus Systems Sections
Surplus Systems CRM: A Comprehensive Overview
Configuring Your Surplus Systems Settings: A Step-by-Step Guide
Surplus Systems Inbox
Two Approaches to Creating Tasks in Surplus Systems CRM
Surplus Systems Task
Understanding the Contact Profile in Surplus Systems CRM
Surplus Systems Crm
Custom Fields
Surplus Systems shortcut Feature
Mastering the Shortcut Feature in Surplus Systems
