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Activities

Activities

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

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

Activities

Who can add, edit or view activities?
Cynthia Revisore avatar
Written by Cynthia Revisore
Updated over a week ago
Sync As You Go

Sync From Efficio to Your Calendar

Send activity you create in Efficio to your External Calendar
Taylor Snow avatar
Written by Taylor Snow
Updated over a week ago

Use Sync with Additional Email Addresses

Have Efficio recognize you from more than one email address.
Taylor Snow avatar
Written by Taylor Snow
Updated over a week ago
Bulk Import

Bulk Import from Outlook Calendar

Import your activity from your Outlook Calendar
Taylor Snow avatar
Written by Taylor Snow
Updated over a week ago
Bulk Export

Bulk Export To Outlook Calendar

Export your activity to your Outlook Calendar
Taylor Snow avatar
Written by Taylor Snow
Updated over a week ago

Bulk Export To Google Calendar

Export your activity to your Google Calendar
Taylor Snow avatar
Written by Taylor Snow
Updated over a week ago
Frequently Asked Questions

Where did my Imported Activities Go?

Finding and wrapping up activity imports
Taylor Snow avatar
Written by Taylor Snow
Updated over a week ago

Importing / Exporting With Outlook Requirements

Follow these steps to get Outlook and Efficio working together
Taylor Snow avatar
Written by Taylor Snow
Updated over a week ago

Outlook AutoSync (Beta)

Invite only beta testing of the new connection to Outlook
Taylor Snow avatar
Written by Taylor Snow
Updated over a week ago
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