EFFICY
Quick Start
For EVERYONE
How to CREATE a company ?
Duration: 02:06
For EVERYONE
How to FIND / UPDATE a company ?
Duration: 01:03
For EVERYONE
How to CREATE a contact ?
Duration: 01:30
For EVERYONE
How to FIND / UPDATE a contact ?
Duration: 01:01
For EVERYONE
How to find the SPOC for a company ?
Duration: 00:42
SPOC
How to link a contact person to a company ?
Duration: 01:21
SPOC
How to link different users
to one intervention ?
Duration: 00:49
SPOC
How to create an intervention
on expert's agenda ?
Duration: 01:47
EXPERT + SPOC
Copy / paste importante info for the intervention
Duration: 00:37
SPOC
How to update financial information
via agenda ?
• Add products / expenses
Duration: 02:11
SPOC
How to update financial information
via agenda ?
• Update "memo / invoice" box
Duration: 01:30
SPOC
How to update financial information
via agenda ?
• "Approve SPOC"
Duration: 00:37
EXPERT
How to validate the expert's intervention ?
• Click "Done"
Duration: 00:48