Tips

How to Easily Change Item Owner in eWay-CRM

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.

Be effective! With eWay-CRM.

Martin Štefko
16. 10. 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

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