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License warning
This feature is available in module Contacts & Companies (Professional).

Tutorial for

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

eWay-CRM Desktop

  1. Open an item and click Chat in Teams. If you right-click the item in the list, you will achieve the same result when you click Chat in Teams there.
  2. Chat in Teams

     

  3. Select user(s) you want to chat with.
  4. Select a user

     

  5. Then, click Call or Chat.
  6. Chat

     

  7. Teams will open and you start a call or a chat, you also can send a link to the item to your colleague.

eWay-CRM Online

  1. Click any email to see the preview panel. Here, click the Teams icon.
  2. Chat in Teams

     

  3. Select user(s) you want to chat with.
  4. Select a user

     

  5. Then, click Call or Chat.
  6. Chat

     

  7. Teams will open and you start a call or a chat, you also can send a link to the item to your colleague.
  8.  

  9. You can open Chat in teams also in any item detail by clicking Chat in Teams. If you right-click the item in the list, you will achieve the same result when you click Chat in Teams there.
  10. Chat in Teams