Effi Support Team
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Activity overview
Latest activity by Effi Support Team-
Effi Support Team created an article,
Half-Time Huddle: 15 Features, 0 Manual Work (June 2026)
Smart Fill AI, SharePoint naming conventions, multi-aggregator routing, Zoho CRM sync, a sneak peek at the new broker dashboard, and more shipped this month. ...
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Effi Support Team created an article,
⚽ Final score: AI 7 – 0 Manual — Here are Effi's top scorers in July
Final score: AI 7, Manual 0. Meet July's top scorers — the Task Dashboard, Broker Dashboard Enhancements, Client Retention Report, Smart Reporting: Favorites & Canvas, Smart Fi...
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Effi Support Team created an article,
Accounts & Contacts — One client. One record. Finally.
One client. One record. Finally. — Effi Contacts & Accounts are here — and there’s an important reason why. ...
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Effi Support Team created an article,
Set up lead distribution rules
New leads go straight to the right broker, based on skills, location and availability, not luck.Who this is for: Enterprise admins, Business adminsSteps Go to Settings and open the Lead Distributi...
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Effi Support Team created an article,
Connect your email and calendar
Emails go out from your own address, replies land in Effi, and clients can book time in your real calendar.Who this is for: BrokersConnect your email Log in and open your Profile. Switch the tog...
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Effi Support Team created an article,
Set up your profile, signature and availability
Clients see a complete profile, every email carries your signature, and you only get leads when you can take them.Who this is for: BrokersUpdate your profile Log in to Effi and select Profile. Cli...