Create a Journal (Tutorial for eWay-CRM Online)
eWay-CRM has a module called Journal. This is the place for all written notes.
You put here meeting minutes, call logs, or notes from your internal brainstorms and they will be automatically shared throughout your team.
Journals are one of the most important modules in eWay-CRM. Let’s find out how to create them and work with them.
Timeline:
00:00 Intro
01:50 Option 1 – New Journal
04:06 Option 2 – Add New Journal from a contact, company, deal, or project
05:03 Option 3 – New Journal from Outlook
See how to customize our default form in eWay-CRM Desktop using Form Designer:
• Form Designer (Tutorial Videos)
How to use Admin Center tutorial videos:
• Create a New User Account in eWay-CRM (Tut...
💡 About eWay-CRM:
eWay-CRM is a CRM that sits right inside your Outlook. It helps organizations worldwide manage contacts, companies, deals, projects, and marketing campaigns.
We intentionally made eWay-CRM the Outlook add-in because this is where you already live in. You keep there your emails, meetings, contacts, and tasks. Why don't you take what you already use and make it better?
🌐 Find more at https://www.eway-crm.com/
Be effective! With eWay-CRM. The best CRM in Outlook.
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