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.

-eway-
8. 8. 2019
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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

Tips on Better Productivity

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