Activities

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

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

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