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Market Management & Settings
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