How to Define Which Task Types Will Be in Next Step

Published 25. 8. 2020


...That in eWay-CRM you can define which task types will be in Next Step? The column Next Step in eWay-CRM Contacts, Companies, Deals, and Projects informs you when the nearest follow-up is planned for. Through the new parameter, you can determine the types of tasks that change the value in the Next Step field. You may have internal types of tasks that are not related to your customers.

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Be effective! With eWay-CRM.

Choose from the following modules


Contacts & Companies

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



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



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


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