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Work with Documents in eWay-CRM Mobile

Upload, download and share documents on the go.

Contents

  1. Attaching New Documents
  2. Sharing and Downloading Attached Documents

Attaching New Documents

If you have a document on your mobile phone that you want to attach to a contact, company, lead or project, do the following:

  1. Open an item (contact, company, deal or project) and click on the plus sign in the bottom right corner.
  2. Add New Item

     

  3. Select New Document.
  4. Add New Document

     

  5. Click the arrow down button in the File field, find and select a required document or a picture.
  6. Add New Document

     

  7. Fill in the desired fields, including the name of the document. You can write down your notes in the Note field and click Save in the top right corner.
  8. Save Document

If you need to edit or delete a document, please do with the help of the eWay-CRM Outlook plug-in.
 

Sharing and Downloading Attached Documents

  1. Open a document or image saved in eWay-CRM.
  2.  

  3. Click on the Share or Download buttons.
  4. Download or Share Document

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.

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