How to customize Efficy to suit your business needs – Tips & Tricks
You need to have a custom view in a marketing campaign, in a query, in a customer list… to display & export specific fields ?
It is very simple with Efficy !
1 – Go in your list,
For instance here I have chosen a marketing campaign, and I want to add the country of the lead in the list.
2 – Create a new custom view
3 – Name you new custom view, and select in the available fields the ones that you need, then save this view.
4 – Now select the new list in the selection menu
5 – The list is updated with new informations, you can now export you list in Excel or just filter it in Efficy CRM.