Efficio Help Center

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, Kitty Malone, and Zainub Sareea

Efficio Mobile

Get access, quick tips and some frequently asked questions.

7 articles in this collection
Written by Taylor Snow and Zainub Sareea

Account Management

Everything for managing your Accounts

18 articles in this collection
Written by Taylor Snow, Kitty Malone, and Zainub Sareea

Pending

Create new and manage pending dollars in Efficio

2 articles in this collection
Written by Kitty Malone and Zainub Sareea

Activities

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

8 articles in this collection
Written by Taylor Snow

Yield Management

Easy instructions to help you manage your Inventory

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

eMarketing

Get started and troubleshoot Efficio's eMarketing

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

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, Kitty Malone, and Zainub Sareea

Upload Documentation

Easy instructions to help you manually upload your data into Efficio

10 articles in this collection
Written by Taylor Snow, Zainub Sareea, Heather McCormick and 1 other

Product Changes

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

5 articles in this collection
Written by Taylor Snow

FAQs & Tips

12 articles in this collection
Written by Taylor Snow, Kitty Malone, and Zainub Sareea

Activity Sync

1 article in this collection
Written by Zainub Sareea