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Activities

Activities

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

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8 articles in this collection
Written by Taylor Snow
Sync As You Go

Sync From Efficio to Your Calendar

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

Bulk Import from Outlook Calendar

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

Bulk Export To Outlook Calendar

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

Bulk Export To Google Calendar

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

Where did my Imported Activities Go?

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

Importing / Exporting With Outlook Requirements

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

Outlook AutoSync (Beta)

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