Tips

How to Easily Bulk Edit Items in the List of eWay-CRM

DID YOU KNOW…

…That in eWay-CRM you can easily bulk edit items? For example, you can bulk edit or create a category for contacts. Just do the following:

  1. In the list of items (e.g. contacts), click Export to Excel.
  2. Save the list into an Excel file and open this file.
  3. Make changes you want to do – for example, set specific categories to all contacts.
  4. Save the Excel file and close it.
  5. Now, in the contacts list, click Import From Excel.
  6. Select the file you edited and let eWay-CRM import it.
  7. After successful import, contacts will have categories added.

For more advanced tips, go to our Knowledge Base.

 

Be effective! With eWay-CRM.

Martin Štefko
20. 2. 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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