View this page to see who is using Efficio and how effectively they are using it. This page is accessible only to those who have "admin" roles in Efficio (managers and assistants). There are two tabs: CRM and Yield 

The CRM page is divided into two grids titled AE’s and Managers & Assistants.  If a Team Member has both Manager and AE roles they will appear in both grids.  

View the following information in AE grid:

  1. Name: click on Team name to see the profile
  2. Email: click the email icon to send an email to the Team Member
  3. Last Log-in:  the most recent date an AE has logged into Efficio
  4. Accounts: Total number of accounts on an AE's list – adds across all stations
  5. Latest Bill: last date of booked dollars based on upload from the traffic system 
  6. Pending Problems: the # of Pendings Stalled because (a) last activity was more than 4 business days ago; or (b) Pendings are past the Close Date
  7. Pendings-total number with the active status of Pending
  8. Activity Last 8d- the number of activities the AE has created in last 8 days
  9. Account Violations:  the number of accounts in an incorrect Account Category  
  10. Accounts Requested Last 30 days
  11. Page Views:  the number of total pages viewed in the last 7 days
  12. Avails Due: all avails that are due today or a future date
  13. Locked Out: indicates if an AE has been (a) locked by Administrator; or (b) auto-locked by too many failed password attempts

View the following information in Managers & Assistants grid:

1)  Name: click name to see the profile

2)  Email: click the email icon to send an email to the Team Member

3)  Title: click on Title at top of column to re-sort in alphabetical order if desired

4)  Page Views:  the number of total pages viewed in the last 7 days

5)  Last Log-in:  the most recent date a Manager/Assistant has logged into Efficio

6)  Accounts to Approve: accounts awaiting manager’s approval

7)  # Accounts: total number of accounts on Manager/Assistant list – adds across all stations       

8)  Locked Out: indicates if Manager/Assistant has been (a) locked by Administrator; or (b) auto-locked by too many failed password attempts

The Yield page is divided into two grids titled AE’s and Managers & Assistants.  If a Team Member has both Manager and AE roles they will appear in both grids.  

View the following information in AE grid:

  1. Name: click on Team Member name to see their profile
  2. Email: click the email icon to send an email to the Team Member
  3. Last Log-in:  the most recent date a Manager/Assistant has logged into Efficio
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