Delegate Agenda to Your Colleague
Applies to
eWay-CRM Desktop, eWay-CRM Online and eWay-CRM Mobile (iOS and Android).
- Click Administration Center in eWay-CRM Outlook ribbon.
- Go to Users section.
- Click the user whose agenda you want to delegate to choose him or her. When you click the user, Delegate option becomes available. Click it.
- Now, you can select what agenda will be delegated. you can delegate just tasks, or more complex agenda like contacts, companies, etc.
- Then just select the user who will be newly responsible for this agenda and confirm it by OK.
- Selected user is now the owner of agenda.
Do you have questions? Our consultants have answers.
Do not hesitate to contact us.
You can also book our consultant. We will make a demo just for you.
