Tips

How to Categorize eWay-CRM Items Right in Their Detail

DIDI YOU KNOW...

...That in eWay-CRM you can categorize items right in their detail? Just do the following:

  1. Open any item.
  2. In the main eWay-CRM ribbon, there is a new button Categorize.
  3. Click on it. This way, you can quickly assign a category.

It can’t be any easier.

For more advanced tips, go to our Knowledge Base.

Because with eWay-CRM 6.0 you will get BACK IN THE SADDLE!

Martin Štefko
2. 6. 2020
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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

Tips on Better Productivity

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