Go to SURPLUS SYSTEMS
All collections
TRAINING VIDEOS
TRAINING VIDEOS
LEARN HOW TO USE THE SYSTEM VIDEOS
IMPORTING LEADS
State Funds Import Template
Surplus Funds Client & Relative Template
Surplus Skip Matrix Template
State Funds Skip Matrix Template
Add all your leads on one spreadsheet
SKIP TRACING
Run Single Skip
Run Bulk Skip
Skip Tracing Import Template
Skip Tracing Troubleshooting
Phone Validation and DNC Checker Feature Tutorial
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
PRINT GENIE DIRECT MAIL
SETTING UP FACEBOOK BOT
CREATING FB PAGE
Top CRM Integration Applications to Enhance Efficiency and Productivity
Overage bot overview
Surplus Systems Sections
SURPLUS SYSTEMS OVERVIEW
Surplus Systems CRM: A Comprehensive Overview
SURPLUS SYSTEMS SETTINGS
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 CONTACTS
SURPLUS SYSTEMS CONTACT PROFILE
Custom Fields
