How to Add Journals to Deals

Track Telephone Calls and Meeting Minutes

How to Start Using eWay-CRM » Deals » How to Add Journals to Deals

  1. Open a Deal.
  2. Click Add New and choose Journal.

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  3. The Journal card will pop up with the prefilled Superior Item, Company, Contact, Start Time and End Time. Additionally, you can specify other fields:

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Number Description
1 Subject (short desciption of the activity, e.g. “Initial call,“ “Follow-up call,“ “Discussion about …“).
2 Type (the drop-down menu can be customized in the Administration Settings: Module Settings> Drop Down Menus > Journal Type).
3 Importance
  1. Use Note field to specify details of a call/meeting.

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  2. Click Save.
  3. In the the lower half of the Journal card, you can attach such related information as:
    • Emails
    • Documents
    • Tasks
    • Calendar events
    • Deals
    • Projects
    • Companies
    • Contacts
    • Marketing Campaigns
    • Products
    • Categories
    • Users (team members involed)

To link different modules, you can also use the buttons Add New and Link to Existing on the top ribbon.

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Now, you can find all your activities under the Journal tab on the Deal card.

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You can filter or group items by any field, e.g. by Type.

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Learn more here.

Do you have questions? Our consultants have answers.

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