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

Published 23. 3. 2020

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.

You might like

How to Delegate Agenda to a New Colleague Using a CRM System

How to Delegate Agenda to a New Colleague Using a CRM System

A new colleague in the company is always a promise of better results. Also, thanks to this new help, others…

eWay-CRM Comes with an Easy Subscription or Payment Method Change

eWay-CRM Comes with an Easy Subscription or Payment Method Change

You can now easily change the number of users without any additional problems. A payment method change comes just as…

Create a Subtask

Create a Subtask

DID YOU KNOW... ...that you can create subtasks? Divide your tasks into smaller parts. Your work will be more efficient.…

How to Link Journal With More Than One Project in eWay-CRM

How to Link Journal With More Than One Project in eWay-CRM

DID YOU KNOW… … That in eWay-CRM you can link a document or journal with more than one project? Just…

Petra Kováčová

Tutorial Videos - 3 new Episodes

Tutorial Videos - 3 new Episodes

We have launched three new Episodes of our tutorial videos showing you the way eWay-CRM works. After Episode 1 dedicated…

Petra Kováčová

Choose Your Currency

Choose Your Currency

DID YOU KNOW... ...that when buying professional e-mail credits, you can now choose your currency? Select USD, EUR or CZK.…

How to Easily Categorize Outlook Emails for eWay-CRM

How to Easily Categorize Outlook Emails for eWay-CRM

DID YOU KNOW… …That in eWay-CRM you can categorize e-mails? In your company make a set of shared categories and…

Tutorial Videos - Episode 1- Installation of eWay-CRM

Tutorial Videos - Episode 1- Installation of eWay-CRM

We are trying to show you the way eWay-CRM works. We have made a series of tutorial videos that will guide…

Petra Kováčová

How to Keep Your Documents and Emails Available Offline in eWay-CRM

How to Keep Your Documents and Emails Available Offline in eWay-CRM

DID YOU KNOW… …that in eWay-CRM you can keep documents and e-mails offline? Like this, you can use them without…