- Click New on the eWay-CRM ribbon and select Project.
- On the Project Card specify Name of the project, a short description of what you deliver (1) and, optionally, Customer and Contact Person (2), Estimated End Date (3) and Estimated Revenue (4).
- You may want to select a type of the project.
If this is a new Customer and/or Contact person, you may want to create them manually. To create a new company or a contact, click the plus sign right next to the Customer/Contact Person field and a new card item will pop-up.
Each of the types has it’s own workflow.
To create you own types and workflows follow the instruction here.