How do I create an activity or event on my calendar on Effi?

1) Click on the Calendar icon

2) Click on + Activity icon 

3) Fill in the Activity details and click Save.

This will automatically send the customer an email invitation to the event/activity.  

NOTE: Effi lite does not include email automation and electronic bank statement collection.

If you have any questions do not hesitate to reach out to us at support@effi.com.au.