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FAQs & Tips
FAQs & Tips
13 articles in this collection
Written by
Taylor Snow,
Kitty Malone,
and
Zainub Sareea
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, change pending dates
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
Broswers
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