Activities

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

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

Activities

Who can add, edit or view activities?

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

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.

Written by Taylor Snow
Updated over a week ago

Bulk Import

Bulk Import from Outlook Calendar

Import your activity from your Outlook Calendar

Written by Taylor Snow
Updated over a week ago

Bulk Export

Bulk Export To Outlook Calendar

Export your activity to your Outlook Calendar

Written by Taylor Snow
Updated over a week ago

Bulk Export To Google Calendar

Export your activity to your Google Calendar

Written by Taylor Snow
Updated over a week ago

Frequently Asked Questions

Where did my Imported Activities Go?

Finding and wrapping up activity imports

Written by Taylor Snow
Updated over a week ago

Importing / Exporting With Outlook Requirements

Follow these steps to get Outlook and Efficio working together

Written by Taylor Snow
Updated over a week ago

Outlook AutoSync (Beta)

Invite only beta testing of the new connection to Outlook

Written by Taylor Snow
Updated over a week ago