Outlook CRM Background
  1. In eWay-CRM ribbon in Outlook, click Administration Center.
  2. Administration Center

  3. Go to the Users section.
  4. Users in Administration Center

     

  5. If the account was locked by mistake (e.g. user insert password incorrectly too many times) and you know that this was not hacker attack, click the user and then click Unlock in the top menu. Confirm your choice.
  6. Unlock the Account

     

  7. The user can immediately work with his or her account.

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