Outlook CRM Background

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

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

     

  3. Type in name and surname of the contact.
  4. Insert Full Name

     

  5. You can select a company if it’s already saved in eWay-CRM by clicking the Select Company sign (in this case company’s address can be copied onto the contact card automatically). If the company doesn’t exist yet, you can create it by clicking the Create Company sign.
  6. Select Company

     

  7. Specify other details such email address, phone number, job title, etc. You can also upload a picture of the contact by clicking the profile icon. (We recommend that you upload quadrate images of the same size for all contacts).
  8. Select Profile Picture

     

  9. Once ready, click Save or Save and Close.
  10. Save and Close Contact

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