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  1. In eWay-CRM tasks list, select one or more tasks. When you press SHIFT on your keyboard, you can select the group of tasks, when you press and hold CTRL, you can select a different tasks by clicking.
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  3. Right-click them.
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  5. Select Follow Up.
  6. Follow Up on Task

     

  7. Set the date or choose Custom.
  8. Follow Up on Task

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