1) Click on the Calendar icon

2) Click on + Activity icon

3) Fill in the Activity details and click Save.

This will automatically send the customer an email invitation to the event/activity.

NOTE: Effi lite does not include email automation and electronic bank statement collection.

If you have any questions do not hesitate to reach out to us at support@effi.com.au.

Get easier, faster access to Effi when it's on your phone. Grab an app!

google-play-badge.png
badge-download-on-the-app-store.png


Did this answer your question?