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.
Map the salestrekker workflow and stage with the effi status. This is a crucial stage as any changes you make in salestreker will also reflect in effi.
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