Create a Project (Tutorial for eWay-CRM Online)
eWay-CRM has a module called Projects. This is a module where you keep an eye on the delivery of your closed deals.
Don’t switch to a different tool when you win a deal. Stay in eWay-CRM.
eWay-CRM allows you to split projects into individual tasks, and share emails, notes, and documents.
Projects are a great workspace for sharing clients’ correspondence and team cooperation.
There are three main scenarios for creating projects in eWay-CRM.
Let’s check them all.
Timeline:
00:00 Intro
01:14 Option 1 – Converting Deals into Projects
03:37 Option 2 – Converting Emails to Projects
04:35 Option 3 – Creating Projects Manually
See how to customize our default form in eWay-CRM Desktop using Form Designer:
• Form Designer (Tutorial Videos)
Videos about saving emails manually and automatically to eWay-CRM:
• Save Emails to eWay-CRM Manually (Tutorial...
• Save Emails to eWay-CRM Automatically (Tut...
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.
#ewaycrm #Beeffective #crm #outlook
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