Tutorial Videos - Episodes 8 & 9

News
Ondrej Svoboda
LinkedIn
Published 1. 5. 2020

We have launched two new Episodes of our tutorial videos showing you the way eWay-CRM works.

After Episode 7 dedicated to How to Work with Grids and Make Quick Reports, you will learn How to Activate and Deactivate Modules in eWay-CRM.

 

After you get familiar with How to Activate and Deactivate Modules we will show you How to Create Custom Fields.

 

For detailed information see our Resources.
Be effective! With eWay-CRM.

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Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table