Video Tutorials [Admin]
Set up eWay-CRM and make it your CRM. Custom Fields, Custom Forms, Permissions, Workflow, etc.
Create a New User Account
Has a new colleague joined your team and needs an account to eWay-CRM? In this video, we’ll show you how to do it.
Written tutorial available here.
Reset Your Password
Forgot your password? No worries. Get a new one.
Written tutorial available here.
Activate and Deactivate Modules
Hide modules and features you don’t need and keep the user interface clean.
Custom Fields
Are you missing a field? Create it!
Written tutorial available here.
Form Designer
Change the layout of our forms to fit your needs.
Written tutorial available here.
Basic Workflows
Create or change an existing basic workflow. They are great if you just need a simple list of statuses.
Written tutorial available here.
Advanced Workflow
Do you need to design complex workflows? Watch this video and learn how to do it.
Written tutorial available here.
Module Permissions
Set different permissions to individual modules in eWay-CRM and keep your data protected.
Written tutorial available here.
Try now!
Click the button below and download eWay-CRM for free. You can also book our consultant. We will make a demo just for you.
