- 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).
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.
- You may want to select a type of the project.
Each of the types has it’s own workflow.
To create you own types and workflows follow the instruction here.
Do you have questions? Our consultants have answers.
Do not hesitate to contact us.