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Surplus Funds Training – Video Library
Surplus Funds Training – Video Library
LEARN HOW TO USE THE SYSTEM VIDEOS
IMPORTING LEADS
Add all your leads on one spreadsheet
How to Import Contacts Using the New Import Feature
SKIP TRACING
Phone Validation and DNC Checker Feature Tutorial
Automation Flow
Automation Requirements
Surplus System Automation
Lead Dispositions
Correct person Flow
How to Remove Leads from the Dialer in Surplus Systems CRM
How to Edit Templates in Surplus Systems CRM
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
Social Media Setup
CREATING FB PAGE
How to Use and Customize Canva Templates for Social Media
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
How to Register Your Number to Reduce Spam Calls
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
