Tips

How to Re-Assign Licenses to eWay-CRM Users

DID YOU KNOW...

 

...that you can quickly adjust the eWay-CRM license each user has? If an employee leaves your company or you want to upgrade to a higher eWay-CRM license, you can make the change yourself.

  1. Go to the Administration Center.
  2. Click on the Users tab in the left menu.
  3. Select Reassign Licenses.
  4. Using the drop-down, change the licenses for each user and click OK.

 

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

 

Martin Štefko
15. 3. 2022
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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.

+ $8 / user / month billed annually

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.

+ $8 / user / month billed annually

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

+ $19 / 10.000 emails / month billed annually

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