How to access tasks

Here's a quick guide on to to access/manage tasks in Effi.

Step one:

Head over to the task tab on the top right hand side of the screen (next to your calendar) to view all of your tasks that are overdue and due soon

Step two:

On the main leads page you can detect the deals that have a date on the main tile. If the date in in red that task is overdue and will sit at the top of that stage. You have the ability to click on the deal, head over to messages and view/action that task accordingly.

If you require further assistance please email us at Support@effi.com.au