Create a Deal (Tutorial for eWay-CRM Online)
eWay-CRM has a module called Deals. It’s your shared database of business opportunities and potential customers which is available for all team members with proper permissions.
If you receive a business opportunity, you put it to Deals and keep it here until the deal is closed – won or lost.
In this video, you will learn how to create Deals.
Timeline:
00:00 Intro
01:52 Tutorial
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?
Be effective! With eWay-CRM. The best CRM in Outlook.
#ewaycrm #Beeffective #crm #outlook
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