Tips

How to Save a Microsoft Word Document Right Into eWay-CRM

eWay-CRM has a seamless integration with Microsoft Office. Not only is it embedded into Outlook, it also works very smoothly with Microsoft Word or Excel. Learn how to save a Microsoft Word document straight into eWay-CRM with today's video tip!

  1. Open Microsoft Word.
  2. Type some text into your document.
  3. Click on Save to eWay-CRM.
  4. Choose a name for your document.
  5. Fill any details you need into the dialogue box, such as Superior item.
  6. Click on Save and Close.

 

Be effective! With eWay-CRM.

Katerina Rosova
08.08.2019
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