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Help & Support Articles

Getting Started

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

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

ShareBuilder

Access the ShareBuilder Citrix Product

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3 articles in this collection
Written by Taylor Snow

Efficio Mobile

Get access, quick tips and some frequently asked questions.

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

Account Management

Everything for managing your Accounts

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

Pending

Create new and manage pending dollars in Efficio

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

Activities

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

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

Yield Management

Easy instructions to help you manage your Inventory

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

eMarketing

Get started and troubleshoot Efficio's eMarketing

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

Market Management & Settings

Manage your users, stations and market settings.

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

User Management

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

Upload Documentation

Easy instructions to help you manually upload your data into Efficio

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11 articles in this collection
Written by Zainub Sareea, Cynthia Revisore, Taylor Snow and 1 other

Product Changes

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

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5 articles in this collection
Written by Taylor Snow

FAQs & Tips

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

Activity Sync

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1 article in this collection
Written by Zainub Sareea