Create Projects Manually

This feature is available in module Projects (Free).

Tutorial for

1. eWay-CRM Desktop
2. eWay-CRM Online
3. eWay-CRM Mobile

eWay-CRM Desktop

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



 

2. 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 Date (3) and Estimated Profit (4).



 

3. 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.



 

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



 

5. Each of the types has it’s own workflow. To create you own types and workflows follow the instruction here.



 

6. Once ready, click Save or Save and Close.

eWay-CRM Online

1. Click the link to create a new project.

 

2. You will see the new item dialog where you can fill in all values you want.



 

3. If you are done, click Save or Save and Close.



 

4. Newly created items will be immediately displayed in the list. If you need to create another project, just click New project right in the list.

eWay-CRM Mobile

1. In the main menu, tap on the + sign.



 

2. Then, select New Project.



 

3. The window for creating new project will be opened. Select a contact and its company will be filled.



 

4. You can see default fields, but you can add other fields by tapping Add Field option.



 

5. Then, you can select all other values you need and tap Save in the right top corner.



 

6. The project will be saved and you will see its detail, so you can check values or work with data like phone numbers, addresses, etc.