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  1. Open a card and find the owner in the bottom left corner.
  2. Item Owner

     

  3. Click on the owner, select Edit and choose a new owner in the pop-up window. Only an active user can be a record’s owner.
  4. Select Different User

     

  5. The new owner will receive a notification as in the picture below, if the item is deal.
  6. Owner Change Notification

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Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table