Outlook CRM Background

Delegate Task to Colleague

Applies to
eWay-CRM Desktop, eWay-CRM Online and eWay-CRM Mobile (iOS and Android).

Tutorial for

  1. eWay-CRM Desktop
  2. eWay-CRM Online
  3. eWay-CRM Mobile

eWay-CRM Desktop

If you delegate tasks to your colleague, you do not lose the supervision as it is in Microsoft Outlook. You can still change dates or other parameters or you delegate the task to other employees when you see that the first solver is not capable to complete it. Microsoft Outlook does not allow you to do this.

eWay-CRM goes even farther. If your colleague has a vacation or you have your job done, you can start the completion of his or her tasks to help him or her.

  1. Open a task.
  2. Task With Solver

     

  3. Change solver.
  4. Task With Changed Solver

     

  5. Save it.
  6. Save and Close Task

     

  7. New solver will receive an email. It is just notification where are no Accept or Deny buttons.
  8. Notification About Task Solver Change

This is an essential difference with Microsoft Outlook tasks where you can accept or deny tasks. If you – as a supervisor – delegates tasks to the employee, this task is automatically accepted.

If a new solver thinks that this is not his or her task, he or she just opens the task and delegates it to the correct solver.

Poznámka
The notification is sent also in the case when some value of the task is changed – the changed value is highlighted in bold.

eWay-CRM Online

  1. Open a task in the list of tasks or from some contact in preview panel.
  2. Task With Solver

     

  3. Change solver.
  4. Task With Changed Solver

     

  5. Save it.
  6. Save and Close Task

     

  7. New solver will receive an email. It is just notification where are no Accept or Deny buttons.
  8. Notification About Task Solver Change

     

  9. New solver will receive an email. It is just notification where are no Accept or Deny buttons.
  10. Notification About Task Solver Change

Poznámka
The notification is sent also in the case when some value of the task is changed – the changed value is highlighted in bold.

eWay-CRM Mobile

  1. Open a task.
  2. Task With Solver

     

  3. Change solver.
  4. Task With Changed Solver

     

  5. Save it.
  6. Save and Close 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