Tips

How to Choose Which Modules Will Mark Items as Private in eWay-CRM

DID YOU KNOW...

...That in eWay-CRM you can choose which modules will mark items as private? Through the Private checkbox, you or your colleagues can hide some records from others in eWay-CRM. Use the new function in the administration application and set for which modules you want to use it.

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

 

Martin Štefko
18. 8. 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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