How to Start Using eWay-CRM

Get familiar with your favorite CRM software. Get familiar with eWay-CRM.

 

eWay-CRM Getting Started

Getting Started

How to Choose the Right Edition
How to Install eWay-CRM
How to Install eWay-CRM on Another Computer
How to Get Started With eWay-CRM

How to Import Data From Microsoft Excel

How to Upgrade to eWay-CRM Premium

How to Assign Record Ownership

eWay-CRM Emails

Emails

How to Create Contacts From Emails
How to Create Deals From Emails

How to Save Email Attachments

How to Link Emails to Contacts
How to Link Emails to Companies
How to Link Emails to Deals
How to Link Emails to Projects

How to Send Group Emails
How to Send Bulk Emails With Microsoft Word Mail Merge

How to Tag/Categorize Emails Saved in eWay-CRM

How to Make Emails Available Offline

eWay-CRM Companies

Companies

How to Create Companies Manually
How to Import Companies From Excel

How to Link Emails to Companies Manually
How to Link Emails to Companies Automatically

eWay-CRM Contacts

Contacts

How to Synchronize Outlook Contacts With eWay-CRM
How to Import Contacts From Microsoft Outlook
How to Import Contacts From Microsoft Excel

How to Create Contacts Manually
How to Create Contacts From Emails
How to Create Contacts From Deals

How to Link Emails to Contacts Manually
How to Link Emails to Contacts Automatically

How to Add Journals to Contacts
How to Create Follow-up Tasks for Contacts
How to Assign Calendar Events to Contacts
How to Attach Documents to Contacts

How to Categorize Contacts

eWay-CRM Leads

Deals

How to Import Deals From Excel
How to Create Deals Manually
How to Create Deals From Emails

How to Link Emails to Deals

How to Add Journals to Deals
How to Create Follow-up Tasks for Deals
How to Add Calendar Events to Deals
How to Attach Documents to Deals

How to Use Sales Statuses
How to Convert Deals to Companies, Contacts and Projects

How to Categorize Deals

eWay-CRM Projects

Projects

How to Create Projects Manually
How to Convert Deals to Projects

How to Link Emails to Projects

How to Add Journals to Projects
How to Create Follow-up Tasks for Projects
How to Link Calendar Events With Projects
How to Attach Documents to Projects

How to Categorize Projects

eWay-CRM Task

Tasks

How to Create New Tasks
How to Delegate and Accept/Decline Tasks
How to Add Journals and Documents to Tasks
How to Make eWay-CRM Items Visible in Outlook Task List
How to Monitor Tasks Across the Team

eWay-CRM Documents

Documents

How to Save Documents
How to Save and Review Document Versions
How to Enable Image Preview

eWay-CRM Marketing

Marketing

How to Send Bulk Emails With Microsoft Word Mail Merge
How to Send Professional Emails

Reports and Notifications

Reports and Notifications

How to Create Grid Reports
How to Highlight Cells

How to Get Notifications for Overdue Deals
How to Inform the Team About New Records on Deals/Projects

eWay-CRM Mobile

eWay-CRM Mobile

How to Get Started With eWay-CRM Mobile

How to Add a Journal in eWay-CRM Mobile
How to Attach Photos in eWay-CRM Mobile
How to Work With Documents in eWay-CRM Mobile
How to Set Up Reminders in eWay-CRM Mobile

eWay-CRM Administration

Administration / Customization

How to Create User Accounts
How to Upgrade eWay-CRM

How to Set Up User Permissions

How to Create Categories
How to Create Custom Fields
How to Hide Fields or Make them Mandatory
How to Set Up Currencies

How to Customize Drop-Down Menus

How to Customize a Default Workflow
How to Create a New Workflow
How to Create Automated Tasks for Deals and Projects
How to Create Automated Notifications for Deals and Projects
How to Auto-Populate Probability in Deals
How to Make a Field Mandatory in Deals and Projects

How to Create Custom Layouts
How to Hide Modules

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