How to Create Projects Manually

To Keep an Eye on All Your Running Jobs

How to Start Using eWay-CRM » Projects » How to Create Projects Manually

  1. Click New on the eWay-CRM ribbon and select Project.

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  1. On the Project Card specify Name of the project, a short description of what you deliver (1) and, optionally, Customer and Contact person (2), Estimated End (3) and Estimated price (4).

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If this is a new Customer and/or Contact person, you may want to create them manually. To create a new company or a contact, click the plus sign right next to the Customer/Contact person field and a new card item will pop-up.

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  1. You may want to select a type of the project.

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Each of the types has it’s own workflow.

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To create you own types and workflows follow the instruction here.

Do you have questions? Our consultants have answers.

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