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

  3. Click Users in the left menu.
  4. Users in Administration Center

     

  5. Click Add a User or select existing user and click Reset Password.
  6. Reset Password

     

  7. In both cases, (new or existing user), you need to mark Force the user to change their password at first login if you want to force the user to reset his or her password.
  8. Force Password Change

     

  9. Confirm your choice by clicking OK.
  10.  

  11. If the check box is marked, this dialog will pop up to each user that is required to change his or her password.
  12. Change Password

     

  13. User simply creates a new password in the new with the New Password field.
  14.  

  15. User will confirm his or her new password by clicking OK.
  16.  

  17. The new password will be set.

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