Effi Support Team
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Activity overview
Latest activity by Effi Support Team-
Effi Support Team created an article,
Less chasing, more connecting: two new updates in Effi
Send, sign and track Credit Guides with EffiSign. Plus, the new Contacts tab in every Lead Opportunity. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ...
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Effi Support Team created an article,
How to Manage Business Contacts Within a Lead Opportunity
OverviewThe Business Contacts tab on a Lead Opportunity keeps track of the people your client is working with, such as their solicitor, buyer agent or accountant. Contacts are grouped by their role...
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Effi Support Team created an article,
Your AI admin team starts Friday 🎉
Agent Centre goes live this Friday, and it's free until 30 November 2026. Plus, see every email before it sends. ͏ ͏ ͏ ͏ ͏ ͏ ...
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Effi Support Team created an article,
How to sync a lead to salestrekker
Sync with SalesTrekker sends a lead's fact find from Effi to SalesTrekker, so you don't have to re-key the same information twice. This article shows you how to add a lead to SalesTrekker for the f...
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Effi Support Team created an article,
Agent Centre: User Guide
Put Effi's AI agents to work on pricing, application audits and the admin that slows you down. For brokers and broker business admins.Inside this guide Welcome to Agent Centre Before you start: tur...
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Effi Support Team created an article,
October: The update you’ve been waiting for
Template Management (Beta), a new document workspace, smarter Fact Finds and a Janet Voice AI demo. ͏ ͏ ͏ ͏ ͏ ͏ ...
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Effi Support Team created an article,
Documents: Preview, and Analyse Documents in One Place
OverviewBefore, you opened each document from a side panel and accepted them one by one. The document workspace brings all the files in a document collection request into one view, so reviewing a f...
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Effi Support Team created an article,
Effi's Voice AI: Intelligent Retries
Janet, Effi's Voice AI, now keeps following up when a client can't talk. She calls back at the time they ask for, texts when they don't answer, and picks up the conversation where it left off.Overv...
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Effi Support Team created an article,
Aircall Automatic Contact Sync
Once Aircall is connected, Effi now creates and updates your Aircall contacts for you, so incoming calls show who's calling.OverviewYou no longer need to add clients to Aircall yourself. Effi keeps...
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Effi Support Team created an article,
New Connective (Nexus) Sync & Login Flow
OverviewEffi now connects to Connective using Connective's own secure login (Nexus). When you sync a lead, Effi may send you to Connective's login page first; once you sign in with your Connective ...