Outlook CRM Background

Create Companies Manually

Create new companies with few clicks.

You may want to create a company manually during a phone call or during a meeting with a client. Here’s how:

  1. Click New on the eWay-CRM ribbon and select Company.
  2. Add New Company

     

  3. Specify details (Company Name, Address, contact information, etc.) and click Save.
  4. Company Dialog

To create a contact for this company, use the button Add New > Contact.

Add New Contact to Company

 
If the required contact already exists in eWay-CRM, click Link to Existing > Contact.

Link Existing Contact to Company

 
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.
You can also book our consultant. We will make a demo just for you.

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