You may want to create a contact manually during a phone call or during a meeting with a client. Here’s how:
- Click New on the eWay-CRM ribbon and select Contact.
- Specify details (Name, E-mail Address, Contact Address, etc.) and click Save.
To create a company for this contact, use the button Add relation with a new item > New company.
If the required company already exists in eWay-CRM, click Add relation with an existing item > Existing company.