1) Ensure that you have integrated Salestrekker with Effi using the API keys. If you have not done this, please follow the steps in this article: How can I integrate my Salestrekker account onto the broker portal?

2) Select your organisation and owner.

3) Select your Salestrekker workflow and stage and select which stage you would like it to end up in on the Effi portal. If you have multiple workflows and stages, not to worry, we allow you to map as many workflows and stages as you would like.

Any questions do not hesitate to contact us at support@effi.com.au.

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