ShareBuilder & Efficio

Getting Started

New User? Need a refresher? This is a great place to get the essentials.

6 articles in this collection
Written by Taylor Snow and Kitty Malone

ShareBuilder

Access the ShareBuilder Citrix Product

3 articles in this collection
Written by Taylor Snow

Efficio Mobile

Get access, quick tips and some frequently asked questions.

7 articles in this collection
Written by Taylor Snow

Account Management

Everything for managing your Accounts

17 articles in this collection
Written by Kitty Malone and Taylor Snow

Pending

Create new and manage pending dollars in Efficio

2 articles in this collection
Written by Kitty Malone and Taylor Snow

Activities

Import, sync, create and manage activities in Efficio CRM.

9 articles in this collection
Written by Cynthia Revisore and Taylor Snow

Yield Management

Easy instructions to help you manage your Inventory

3 articles in this collection
Written by Kevin Jones and Taylor Snow

eMarketing

Get started and troubleshoot Efficio's eMarketing

3 articles in this collection
Written by Kitty Malone and Taylor Snow

Market Management & Settings

Manage your users, stations and market settings.

7 articles in this collection
Written by Taylor Snow and Kitty Malone

User Management

7 articles in this collection
Written by Taylor Snow and Kitty Malone

Upload Documentation

Easy instructions to help you manually upload your data into Efficio

11 articles in this collection
Written by Taylor Snow, Cynthia Revisore, and Heather McCormick

Product Changes

What's new in Efficio. Recent bug fixes and enhancements!

5 articles in this collection
Written by Taylor Snow

FAQs & Tips

13 articles in this collection
Written by Taylor Snow and Kitty Malone

Activity Sync

1 article in this collection
Written by Taylor Snow