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FAQs & Tips

FAQs & Tips

Taylor Snow avatar Kitty Malone avatar Zainub Sareea avatar
12 articles in this collection
Written by Taylor Snow, Kitty Malone, and Zainub Sareea

How to Remove a Pending

Take pending dollars out of the sales funnel, delete a pending
Zainub Sareea avatar
Written by Zainub Sareea
Updated over a week ago

Viewing Financials Gross vs Net

Taylor Snow avatar
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
Zainub Sareea avatar
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
Zainub Sareea avatar
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
Taylor Snow avatar
Written by Taylor Snow
Updated over a week ago

Set Your Default Mail App

Windows 10 Instructions
Taylor Snow avatar
Written by Taylor Snow
Updated over a week ago

Phone Support

Get help via live phone support
Taylor Snow avatar
Written by Taylor Snow
Updated over a week ago

10 Minutes A Day In Efficio

Efficio can help you make money!
Kitty Malone avatar
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
Kitty Malone avatar
Written by Kitty Malone
Updated over a week ago
Broswers

Clear Chrome's Cache

How to clear your browsers cache
Taylor Snow avatar
Written by Taylor Snow
Updated over a week ago

Clear Internet Explorer Cache

Taylor Snow avatar
Written by Taylor Snow
Updated over a week ago

Clear Microsoft Edge Cache

Taylor Snow avatar
Written by Taylor Snow
Updated over a week ago