Tips

How to Delegate Agenda to Your New Colleague in eWay-CRM

DID YOU KNOW...

...That in eWay-CRM you can delegate agenda to a new colleague? Did you promote a colleague, and you need to delegate their agenda to somebody else? Or did you have to let somebody go and you need to pass their work to another team member? Use Delegate in Users section. You can easily select the date you want to delegate to a new owner. It's easy!

For more advanced tips, go to our Knowledge Base.

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

Martin Štefko
21. 7. 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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