Tips

How to Send a Link to a Specific Item in eWay-CRM

DID YOU KNOW...

 

...that there is a keyboard shortcut in eWay-CRM to create a link to a project or other items? This way you can easily and quickly send a link to a project to a colleague by email.

  1. Select a project or other item from the list.
  2. Press CTRL + SHIFT + C.
  3. To insert a link in the email, press CTRL + V.

 

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

 

Ondřej Svoboda
12. 1. 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.

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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