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.
- Click New > Project in the eWay-CRM ribbon.
- Fill in all the necessary information. We strongly recommend entering Customer, Contact Person, Name, and Estimated End.
- Save the record.
- If you want to add other team members to the project team, click Edit Team.
- Choose your colleagues and click Next.
- 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.
Tips for you:
If you work with module Deals 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.
- Click Add New and choose Task.
- If you want to assign a task to somebody else, click the Solver field and select new user. Save the task.
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
- 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.
- Open the email in Outlook.
- In the bottom section, you will find a field Superior Item. Select a project. That’s it.
- You can click on three dots to open the project. The email will be available under tabs HUB and Emails.
Taking Notes
- Click New > Journal in the eWay-CRM ribbon.
- Fill in the Subject and Type. Write down details of the call/meeting into the Note. Choose a project in the Superior Item.
- Save and close the journal.
Step 4: Update the Project Status
As the delivery continues, you need to change the project status. Keeping order in your projects will help you get the total overview.
- Open a project.
- Click on the green status. It will turn white to signalize you where you want to move the project to.
- Save and close.
- Use the project list to see all jobs and their stages.
Do you have questions? Our consultants have answers.
Do not hesitate to contact us.
You can also book our consultant. We will make a demo just for you.