Group 65
Go to ShareBuilders
All Collections
Activities
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