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

1) Ensure that you have integrated your aggregator CRM with Effi using the relevant API keys or log in information. 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 aggregator CRM workflow and stage with the effi status. This is a crucial stage as any changes you make in your aggregator CRM will also reflect in effi.

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