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Market Management & Settings

Market Management & Settings

Manage your users, stations and market settings.

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8 articles in this collection
Written by Taylor Snow, Kitty Malone, and Cynthia Revisore

Budgeting and Forecasting in Efficio

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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
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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!
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Written by Kitty Malone
Updated over a week ago

One on One for Managers

Half Accountability and Half Assistance
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Written by Kitty Malone
Updated over a week ago
Financials

Mapping Revenue Categories

How to Resolve Unmapped Revenue Categories
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Written by Cynthia Revisore
Updated over a week ago

Manage Product Categories

Transfer Accounts between Product Categories. Add, Rename, Merge and Group Product Categories.
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Written by Taylor Snow
Updated over a week ago
Budgets & Goals

AE Stage Goals

See the Goals for Pending Stages in Report Card
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Written by Taylor Snow
Updated over a week ago
Manage Accounts

Approve Account Requests

Sign off on AE account requests
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Written by Taylor Snow
Updated over a week ago