Tips

How to Send Installation Instructions to New User

DID YOU KNOW...

...How to send installation instructions to a new user of eWay-CRM?

  1. Click on Administration Center.
  2. Go to Users section.
  3. Click on Add a user.
  4. Fill in the name, surname, and e-mail of the user, select a license. Make sure that Send installation instructions in e-mail upon completion is ticked.
  5. Create a user.
  6. The user will receive an e-mail with installation instructions, log in, and the password.

 

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

Martin Štefko
8. 12. 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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