Tips

How to Switch to the eWay-CRM Old Look

DID YOU KNOW...

 

...that after the release of the new eWay-CRM 7, you can switch the look of the user interface and use what you are used to from previous versions? It‘s easy!

  1. Open any individual item (e.g a Contact, Deal, Company, etc).
  2. Look for the New Look toggle in the right-hand corner.
  3. Switch it off, confirm your choice and your eWay-CRM will automatically change to the old view.
  4. To go back to the new view, follow the same steps.

 

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

 

Martin Štefko
10. 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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