Tips

How to Easily Use Predefined User Views in eWay-CRM

DID YOU KNOW...

...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.

Martin Štefko
16. 4. 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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