Watch the video below or follow the instructions.
1) Log into the broker portal and click on your profile.
2) Toggle the OFF button to ON located underneath your email address.
3) Enter in the email address that you would like sync and click Connect Account. Email correspondence will be sent from this email address.
4) Follow the prompts.
5) Make sure you allow Effi to:
- See and download your contacts
- Send emails on your behalf
6) Once synced, it should look like this.
NOTE: Effi lite does not include email automation and electronic bank statement collection.
If you have any questions or issues do not hesitate to reach out to us at email@example.com.