You may want to create a company manually during a phone call or during a meeting with a client. Here’s how:
- Click New on the eWay-CRM ribbon and select Company.
- Specify details (Company Name, Address, contact information, etc.) and click Save.
To create a contact for this company, use the button Add New > Contact.
If the required contact already exists in eWay-CRM, click Link to Existing > Contact.
Note that emails, journals, tasks, etc. that are linked to contacts within a company, will be automatically linked to a company itself as well. So if you want to find all communication with a company, you can find it on the Company Card.
Do you have questions? Our consultants have answers.
Do not hesitate to contact us.