Outlook CRM Background

Task can be completed using workflow – you just move the status to Completed when you editing the task. But eWay-CRM has easier way:

  1. Go to tasks list and find the task you want to mark as completed.
  2. Tasks List


  3. Tap and hold on the task and swipe to the right.
  4. Complete Task by Swipe


  5. Task will by marked as completed.

Note: Only tasks that fulfill all requirements can be completed this way. User must have permissions to move task to Completed status. Also, all conditions that are related to actions on workflow are met.

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.