How do I map my Salestrekker workflow and status to Effi's status?

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.

If you have any questions, please contact us at support@effi.com.au.