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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

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