Tips

How to Easily Open a Project in the Deal List in eWay-CRM

DID YOU KNOW…
…That you can quickly open a project from a won deal? You wanted to open a project but accidentally looked at the deal list. The deal is there, but it's listed as Closed Won. Really? Do you need to find it again in projects? No!
Just right click on a deal and click Open Project. It's easy.

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

Martin Štefko
23. 3. 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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