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

  3. Go to Users section.
  4. Users

     

  5. 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.
  6. Delegate Agenda

  7. Now, you can select what agenda will be delegated. you can delegate just tasks, or more complex agenda like contacts, companies, etc.
  8. Select Agenda

  9. Then just select the user who will be newly responsible for this agenda and confirm it by OK.
  10. Select User

  11. Selected user is now the owner of agenda.

Do you have questions? Our consultants have answers.

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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