How to Easily Change Item Owner in eWay-CRM

Tips
Published 16. 10. 2020

DID YOU KNOW...

...that in eWay-CRM you can easily change an item owner? Often you need to delegate for example a task or project to somebody else. Simply you need to change the item owner. It's easy. Just do the following:

  1. Open the item where you want to change the owner.
  2. At the bottom on the left click on the owner's name.
  3. Select Edit.
  4. Choose a new owner from the list and confirm your choice.

For more advanced tips, go to our Knowledge Base.

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

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

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