Outlook CRM Background
  1. Click Administration Center in eWay-CRM Outlook ribbon.
  2. Administration Center

  3. Go to Users section.
  4. Users

     

  5. Select user you want to rename and move mouse over him or her. Click the pencil icon.
  6. Select User

  7. Rename the user in the Username field.
  8. Username

  9. Confirm the change by clicking Save.
  10. Change Username

  11. Username was successfully changed. In eWay-CRM Outlook, you need to restart Outlook. Then, you can work with eWay-CRM Outlook as you are used with new username. In case of eWay-CRM Mobile, the change proceeds automatically. In eWay-CRM Web, you need to login by new username.

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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