Projects – Master eWay-CRM

Customers are ready to do business with you. It’s time to kick the project off and deliver.

Step 1: Create a Project

You will never get lost in projects as long as you keep them in eWay-CRM. Set the project up, choose your team and plan a budget.

  1. Click New > Project in the eWay-CRM ribbon.
    New Project
  2. Fill in all the necessary information. We strongly recommend entering Customer, Contact Person, Name, and Estimated End.
    New Project - recommended fields
  3. Save the record.
  4. If you want to add other team members to the project team, click Edit team.
    Edit team
  5. Choose your colleagues and click Next.
    Team profile creation
  6. In the following screen, you can assign their roles. You don’t need to mark everyone. Just make sure you chose a Project Manager – the one who is responsible for the job. Confirm by OK.
    Role assignation

Outlook CRM Tip Tips for you:
If you work with Sales as well, a new project is automatically created right as you convert a deal into a project.
If you have received an email from your customer, you can convert it to a project right away. Just follow the steps at How to Create Projects from Emails page
.

Step 2: Create and Assign Tasks

Use tasks to establish deadlines and keep your projects up to date. You can review all the tasks assigned to a particular project at any time in both eWay-CRM and Microsoft Outlook TODO list.

  1. Click Add New and choose Task.
    New Task
  2. If you want to assign a task to somebody else, click the button Assign Task and fill in his/her email address. Press Send.
    Task assignation

Outlook CRM Tip Tip for you: Sooner or later you will need to add tasks to an existing project. You can create a task right in Microsoft Outlook and link it with the eWay-CRM project. Find out how to do it.

Step 3: Track Your Communication History

In most projects, customers specify their needs and provide feedback. Write down important notes and attach emails to keep everything in one place.

Attaching Emails

  1. You’ve already learned how to send an email from the contact cart. Let’s have a look at how to attach an incoming email to a project manually.
  2. Open the email in Outlook.
  3. In the bottom section, you will find a field Superior Item. Select a project. That’s it.
    Superior item
  4. You can click on three dots to open the project. The email will be available under tabs HUB and Emails.

Outlook CRM TipTip for you: To diligently save outgoing emails into eWay-CRM, follow this article.

Taking Notes

  1. Click New > Journal in the eWay-CRM ribbon.
    New Journal
  2. Fill in the Subject and Type. Write down details of the call/meeting into the Note. Choose a project in the Superior Item.
    Journal description
  3. Save and close the journal.

Outlook CRM TipTip for eWay-CRM Premium: You can create a journal in eWay-CRM Mobile too. To find our more, please visit this link.

Step 4: Update the Project Status

As the delivery continues, you need to change the project status. Keeping order in your projects will make them easier to manage and help to deliver results.

  1. Open a project.
  2. Click on the green status. It will turn white to signalize you where you want to move the project to.
    Update the project status
  3. Save and close.
  4. Use the project list to see all jobs and their stages.
    Project stages

Step 5: Issue an Invoice

Create invoices in eWay-CRM and link them to the corresponding projects.

  1. Open a project.
  2. Click Add New and choose Bookkeeping Record.
    New Bookkeeping record
  3. Change the type to Sales Invoice and enter a short description into Subject.
    Type modification
  4. Add products/services into the bookkeeping record. Search them by the fields Product ID or Product. You can also change the Quantity, Unit price or apply a Discount. At the end, press Insert.
    Bookkeeping record
  5. As soon as the invoice is done, save it.
  6. Click Export to Word > Invoice (or Invoice VAT). A Microsoft Word template will open with predefined data. In the new version of Microsoft Word, you can click File > Share > Email > Send as PDF. A new email will appear with your invoice attached as PDF. Send the email.
    Share email as a PDF
  7. If you go back to the project page, you will find your bookkeeping record in the HUB or under the tab Bookkeeping. Also, please note, that the project price changed according to the sales invoice.
    HUB

Outlook CRM TipTip for you: To add a purchase invoice, just choose the proper type in step (3). The invoice will appear under Other Costs on the project dialog.

Outlook CRM TipTip for eWay-CRM Premium: Have a look at your mobile app and find the project. You will see all the information in the HUB. This way, you can access your eWay-CRM data on the go.

Do you have questions? Our consultants have answers.

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