Board View (Tutorial for eWay-CRM Online)
Discover the new board view in eWay-CRM Online, a powerful alternative to traditional list views.
Switch between board and list views effortlessly. For modules like Deals, Projects, and Tasks, the board view is default, grouping items by status for a clear, visual representation of your pipeline. Customize contact views by grouping them by owners and other criteria.
Drag-and-drop functionality, quick status updates, and real-time data aggregation make managing your workflow intuitive and efficient. Save customized views, sort items manually or automatically, and integrate additional fields to suit your needs.
Experience enhanced data visualization and interactivity with our board view. Try it out—available in all our plans at no extra cost!
💡 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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