Broker Portal
Here is a list of How to do's for Broker Portal
- AI Email templates
- How to use the AI Assistant
- How to use the SLA report
- How to use Lnk8
- How to filter my team members leads
- How to auto sync your leads to your aggregator crm
- How to reassign and edit tasks
- How to manage your availability
- How to use the SMS Bot
- How to filter leads
- How to access tasks
- How to manage billing
- Number verification
- How to navigate the Effi mobile app
- How to use Kanban in mobile app
- Impersonate Feature: Empower Your Support Team
- Not one, but Two new Pipeline Stages!
- How to clone an application
- How do I integrate Quickli with Effi?
- How to use Effi mobile app?
- How to Integrate your Connective to Effi
- How to connect your Aircall account with Effi?
- How to use Effi's Lead Distribution feature?
- How to use Effi's Advance Reporting feature?
- How to set up your lead distribution algorithm?
- How to build advanced analysis reports on Effi?
- How to add more credit to Email Automation and SMS Chatbot?
- How to create user roles, invite users and assign tasks to them?
- How to add your referral partners to Effi?
- How to automate e-signature requests?