How to Easily Use Predefined User Views in eWay-CRM

Published 16. 4. 2020


...That eWay-CRM comes with a set of predefined User views? This way, you can easily see data from various perspectives. For example deals without the next step.

Just do the following:

  1. Open a module, in our case, Deals.
  2. Below the grid, click on the small button with user views.
  3. Select view "Deals without Next Steps".
  4. You will get all active deals with no follow-up activities. Deals that deserve your attention.

There are plenty of handy views available in all eWay-CRM modules. Explore them and be more effective. With eWay-CRM.

For more advanced tips, go to our Knowledge Base.