Hvordan bruke eWay-CRM

Ta en titt på våre opplæringsartikler og bli kjent med den beste CRM for MS Outlook

eWay-CRM Getting Started

Komme i gang

Hvordan velge riktig utgave
Hvordan komme i gang med eWay-CRM
Hvordan tilpasse listevisninger
Hvordan kjøpe eWay-CRM Premium

eWay-CRM Emails

E-post

Hvordan kytte e-post til kontakter
Hvordan knytte e-post til firmaer manuelt
Hvordan knytte e-post til firmaer automatisk
Hvordan knytte e-post til leads
Hvordan knytte e-post til prosjekter
How to Send Group Emails
How to Send Bulk Emails with Microsoft Word Mail Merge
How to Tag/Categorize Emails Saved in eWay-CRM
How to Make Emails Available Offline

eWay-CRM Getting Started

Firmaer

Hvordan opprette firmaer manuelt
Hvordan importere firmaer fra Microsoft Excel

eWay-CRM Emails

Kontakter

Hvordan importere kontakter fra Microsoft Excel
Hvordan opprette kontakter manuelt
Hvordan synkronisere Outlook kontakter med eWay-CRM
Hvordan importere kontakter fra Microsoft Outlook
Hvordan opprette kontakter fra e-post
How to Create Contacts from Leads
How to Add Journals to Contacts
How to Categorize Contacts

eWay-CRM Getting Started

Salgsmuligheter

Hvordan importere salgsmuligheter fra Microsoft Excel
Hvordan opprette leads manuelt
Hvordan opprette leads fra e-post
How to Link Emails to Leads
How to Link Emails to Multiple Leads
How to Add Journals to Leads
How to Use Sales Statuses
How to Convert Leads to Companies, Contacts and Projects
How to Categorize Leads

eWay-CRM Emails

Prosjekter

Hvordan importere prosjekter fra Microsoft Excel
Hvordan opprette prosjekter manuelt
Hvordan konvertere leads til prosjekter
How to Link Emails to Projects
How to Link Emails to Multiple Projects
How to Add Journals to Projects
How to Categorize Projects

eWay-CRM Getting Started

Oppgaver

Hvordan komme i gang med oppgaver
How to Create Follow-up Tasks for Contacts
How to Create Follow-up Tasks for Leads
How to Create Follow-up Tasks for Projects
How to Create Automated Tasks for Leads and Projects
How to Create Automated Notifications for Leads and Projects
How to Delegate and Accept/Decline Tasks
How to Create New Tasks
How to Add Journals and Documents to Tasks
How to Make eWay-CRM Items Visible in Outlook Task List

eWay-CRM Emails

Dokumenter

Hvordan lagre dokumenter
How to Attach Documents to Contacts
How to Attach Documents to Leads
How to Attach Documents to Projects

eWay-CRM Getting Started

Administrasjon

Hvordan opprette egendefinerte felt
Hvordan opprette brukere
How to Upgrade eWay-CRM
How to Create Categories
How to Hide Fields or Make them Mandatory
How to Set Up Currencies
How to Customize Drop-Down Menus
How to Customize a Default Workflow
Hvordan opprette en ny Workflow
How to Highlight Cells

eWay-CRM Emails

Markedsføring

Hvordan sende profesjonelle nyhetsbrev med e-post

eWay-CRM Getting Started

eWay-CRM Mobile

Hvordan fungerer eWay-CRM Mobile
How to Add a Journal in eWay-CRM Mobile
How to Attach Photos in eWay-CRM Mobile
How to Work with Documents in eWay-CRM Mobile
How to Set Up Reminders in eWay-CRM Mobile

eWay-CRM Getting Started

Kalender

How to Assign Calendar Events to Contacts
How to Add Calendar Events to Leads
How to Link Calendar Events with Projects