Tasks in eWay-CRM

Event Start: Oct 29, 2025 11:00 am CST
Oct 29, 2025 11:00 am CST
Dec 10, 2025 11:00 am CST
Microsoft Teams
30 min
Coffee and internet

Are you losing deals because follow-ups are falling through the cracks? Is your TODO list already too long, and you need help delegating or categorizing? Join Ernest for our Masterclass, where we explore the Tasks module inside eWay-CRM.

Book Your Spot

What you will learn

  1. An overview of task management in eWay-CRM
  2. Delegating tasks to colleagues
  3. Categorizing tasks based on urgency
  4. Creating automated tasks in workflow

In 30-40 minutes, we will show you how to effectively manage your and your teams' TODO list.