Effi Support Team
- Total activity 138
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 57
Activity overview
Latest activity by Effi Support Team-
Effi Support Team created an article,
Effi Onboarding Course
📚 Getting Started Welcome to Effi. Let's get you started. A self-paced guide for new brokers and staff to master the platform — from first login to advanced workflows. ...
-
Effi Support Team created an article,
April Update: Never take meeting notes again
Meet your AI Meeting Assistant — plus sixteen more updates live in your Effi portal now. ...
-
Effi Support Team created an article,
Effi Smart Fill: Document-Ingestion and Auto-Population for Fact Finds
OverviewSmart Fill reduces manual data entry by extracting key information from uploaded documents and automatically populating the Fact Find. This enables brokers to spend more time in client conv...
-
Effi Support Team created an article,
Selective Sync of Documents to SharePoint
OverviewThe Selective Sync to SharePoint feature allows users to sync specific documents instead of syncing everything at once. However, this feature has a dependency: a bulk sync must be completed...
-
Effi Support Team created an article,
Q&A Tab in Business Reports – Overview
OverviewThe Q&A tab in the Business Report is now powered by the Narrative Visual in Microsoft Power BI. It gives brokers a quick and flexible way to explore their performance data — either by sele...
-
Effi Support Team created an article,
Leads page: View Settings and Filters
Customise which filters appear on the Leads page and control what information is shown on each Kanban deal card — all from the View Settings panel. WHAT'S NEW: Broker Business Filters for Platform ...
-
Effi Support Team created an article,
Voice AI — Overview and Setup Guide
Effi’s Voice AI allows you to automatically call leads, qualify prospects, leave voicemails, send follow-up SMS messages, and book appointments — all without manual dialling. Whether you’re contact...
-
Effi Support Team created an article,
Mobile App UI Updates – Lead Actions & Communication Features
PurposeThis document outlines the latest mobile app UI updates related to lead actions, specifically enhancements to email and phone interaction options. The goal is to improve user flexibility and...
-
Effi Support Team created an article,
EFFI Zoom Integration
Effi supports Zoom video conferencing directly within the calendar, allowing you to schedule meetings with automatic Zoom links — no manual copy-pasting required.Overview When you connect your Zoom...
-
Effi Support Team created an article,
Document Emails — Template Selection and HTML Preview
Overview:You can now select from pre-built email templates when sending document-related emails (e.g. initial request, follow-up, resubmission). Emails are rendered in HTML format and can be previe...