Market Management & Settings

Manage your users, stations and market settings.

7 articles in this collection
Written by Taylor Snow and Kitty Malone

Budgeting and Forecasting in Efficio

Written by Taylor Snow
Updated over a week ago

How to Use the Account Goal Worksheet

Use this tool to help set your future budgets

Written by Kitty Malone
Updated over a week ago

Managers Daily Guide in Efficio

How to Be Successful Using Efficio just 10 Minutes a Day!

Written by Kitty Malone
Updated over a week ago

One on One for Managers

Half Accountability and Half Assistance

Written by Kitty Malone
Updated over a week ago

Financials

Manage Product Categories

Transfer Accounts between Product Categories. Add, Rename, Merge and Group Product Categories.

Written by Taylor Snow
Updated over a week ago

Budgets & Goals

AE Stage Goals

See the Goals for Pending Stages in Report Card

Written by Taylor Snow
Updated over a week ago

Manage Accounts

Approve Account Requests

Sign off on AE account requests

Written by Taylor Snow
Updated over a week ago