Outlook CRM Background

Warning
This feature is available in module Contacts & Companies (Professional).
  1. Open a task.
  2. New Task

     

  3. Click Recurrence in the ribbon.
  4. Task Recurrence

     

  5. Select frequency you want – daily, weekly, monthly, yearly. set additional parameters (e.g. each Monday). You can also set that recurrence will be after 10 repetitions stopped.
  6. Set Recurrence

     

  7. Click OK button.

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