Welcome to day 3 of the onboarding course! Today, we will cover the following topics:

  • How to add a lead

  • Managing your leads

  • Sending messages and adding a note/task for yourself

  • How to add/import existing clients

Let’s get started with today’s video!

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

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