- 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.
- Right-click them.
- Select Follow Up.
- Set the date or choose Custom.
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- Set Task Reminder
- Set Task Recurrence
- Create New Task in eWay-CRM
- Convert Email to Task
- QUICKLY Convert Email to Task
- Delegate Task to Colleague
- Automatically Synchronize Tasks With Outlook
- Synchronize Selected Tasks with Outlook
- Delegate Agenda to Your Colleague
- Create Automated Tasks for Deals and Projects
- Create Categories