DID YOU KNOW...
...that there is an old version of the eWay-CRM Admin Center where you can, for example, set up automated tasks for deals and projects? Let's say that for a Deal you change the workflow status to Proposal, and at that moment you automatically create a task "Prepare Contract" with a deadline of one week. It won't happen that you forget to prepare a contract for a new client, or that you don't notice that you haven't heard back from them.
You can set up more similar tweaks in the old version of the Admin Center, but it's not as intuitive as the new version of the Admin Center, and some of the customizations require advanced knowledge. Therefore, we recommend that you consult with us for your first advanced customization beyond the normal use of eWay-CRM.
So, how to access the old version of the eWay-CRM Admin Center?
- Press SHIFT and click Administration Center in the eWay-CRM ribbon.
- That's it! You can start customizing your eWay-CRM.
For more advanced tips, go to our Knowledge Base.
Be effective! With eWay-CRM.