Efficio 5.0
The Leading Media Sales CRM

You can now add an activity on another Efficio user's calendar! Choose a user from the new "Add Activity For" drop-down list on the Activity or Pending popups. Activities can only be added for an AE who owns the account, or for a manager. If no account is selected than an activity can be created for any other user.
Upload a logo on the Account Quick View page of any account to be displayed on rate cards.
You can now add a new pending from an activity. Choose New Pending from the Pending drop-down list on the Add Activity pop-up page.
National Pendings page now supports filtering by Account to help you find what your searching for, quicker.
Your home page Financials area now allows you to view all your budgets and where you are to those budgets in terms of dollars on the books and pending. Follow links within the Financials grid to dig deep into your data.
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