FAQs & Tips

AnalyticOwl

This article details Efficio's Integration with AnalyticOwl

Written by Zainub Sareea
Updated over a week ago

vCreative

What is vCreative? How does it work in Efficio?

Written by Zainub Sareea
Updated over a week ago

How to Remove a Pending

Take pending dollars out of the sales funnel, delete a pending

Written by Zainub Sareea
Updated over a week ago

Viewing Financials Gross vs Net

Written by Taylor Snow
Updated over a week ago

Add Future Months to an Existing Pending

Instructions to extend an existing pending further into the future, add future months

Written by Zainub Sareea
Updated over a week ago

Deleting a Contact

Instructions to delete a duplicate contact, a contact that is no longer with the business etc

Written by Zainub Sareea
Updated over a week ago

System Status

Check to see the status of the different systems that keep Efficio online and available

Written by Taylor Snow
Updated over a week ago

Set Your Default Mail App

Windows 10 Instructions

Written by Taylor Snow
Updated over a week ago

Phone Support

Get help via live phone support

Written by Taylor Snow
Updated over a week ago

10 Minutes A Day In Efficio

Efficio can help you make money!

Written by Kitty Malone
Updated over a week ago

Where Are the Missing Account Category Exceptions?

When there are more account category exceptions in your Heads Up than you see on the Our Team Page, here's how to find and resolve the rest

Written by Kitty Malone
Updated over a week ago

Clear Chrome's Cache

How to clear your browsers cache

Written by Taylor Snow
Updated over a week ago

Clear Internet Explorer Cache

Written by Taylor Snow
Updated over a week ago

Clear Microsoft Edge Cache

Written by Taylor Snow
Updated over a week ago