Video Tutorials for eWay-CRM Online
Master eWay-CRM Online. Our add-in compatible with all Outlooks under Microsoft 365.
Activate eWay-CRM in Outlook Online or the New Outlook for Windows
Select an email in your Outlook Online or the new Outlook for Windows to get complete details about the person who sent it to you including a full history of communications.
Click here to get the written tutorial.
Activate eWay-CRM in Your Outlook for Mac
Select an email in your Outlook for Mac to get complete details about the person who sent it to you including a full history of communications.
Written tutorial available here.
Activate eWay-CRM Online in Classic Outlook for Windows
Select an email in your Classic Outlook for Windows to get complete details about the person who sent it to you including a full history of communications.
Written tutorial available here.
Pin eWay-CRM Online onto Your Windows Taskbar
Open your eWay-CRM instantly like any other app. Without the need to go to your browser first.
Written tutorial available here.
Pin eWay-CRM Online to the Dock on Mac
Pin eWay-CRM Online to your Dock and open it with one click after turning on your Macbook.
Written tutorial available here.
Synchronize Contacts between Outlook 365 and eWay-CRM Online
Do you use Microsoft 365 and keep your contacts in Outlook? How about sharing them with the rest of your team and keeping everybody up to date?
Written tutorial available here.
Links mentioned in this video:
How to Move Contacts from Outlook into eWay-CRM
Import Older Emails from Outlook
Have you created a contact and want to import all email history? Check this video.
Written tutorial available here.
Save Emails to eWay-CRM Online Automatically
They will be automatically organized by contacts and companies and made available to the rest of your team.
Written tutorial available here.
Save Emails to eWay-CRM Online Manually
Save and share important emails with your team. Coordinate efforts towards your customers.
Written tutorial available here.
Links mentioned in this video:
Save Emails to eWay-CRM Online Automatically
Create a Company
Module Companies is designed for keeping track of the organizations you work with and sharing them with your team. See how to create your first company.
Written tutorial available here.
Links mentioned in this video:
Video Tutorials [Admin]
Create a Contact
Module Contacts is your team’s database of all the people you work with – your customers, suppliers, resellers, and other business partners. See how to create your first contact.
Written tutorial available here.
Links mentioned in this video:
Video Tutorials [Admin]
Create a Deal
eWay-CRM has a module called Deals. It’s your shared database of business opportunities and potential customers which is available for all team members with proper permissions. See how to create your first deal.
Written tutorial available here.
Links mentioned in this video:
Create a Project
eWay-CRM has a module called Projects. This is a module where you keep an eye on the delivery of your closed deals. See how to create your first project.
Written tutorial available here.
Links mentioned in this video:
Create a Journal
eWay-CRM has a module called Journals. This is the place for all written notes. You put here meeting minutes, call logs, or notes from your internal brainstorms and they will be automatically shared throughout your team. See how to create your first project.
Written tutorial available here.
Links mentioned in this video:
Lists and Quick Reports
In this video, you will learn how to work with lists and use them to build quick reports in eWay-CRM Online.
Links mentioned in this video:
Grids and Quick Reports in eWay-CRM Desktop
Start a New Teams Chat in eWay-CRM
Send a link to open the item via Teams. Your colleague will instantly find out what you are talking about.
Written tutorial available here.
Board View
Explore the new Kanban board view in eWay-CRM Online, a powerful alternative to list views for managing Deals, Projects, and Tasks with drag-and-drop functionality and real-time data updates. Enhance your workflow visualization and interactivity—available in all plans for free!
Review Your Sales Pipeline
Find out what deals will be closed this month and which one needs more time.
Written tutorial available here.
Convert Emails to Contacts
Create a contact with a single click right from an incoming email.
Written tutorial available here.
Links mentioned in this video:
Convert Emails to Deals
Create a deal with a single click right from an incoming email.
Written tutorial available here.
Links mentioned in this video:
Convert an Email into a Project
Create a project with a single click right from an incoming email.
Written tutorial available here.
Links mentioned in this video:
Convert an Email to Tasks
Create a task with a single click right from an incoming email.
Written tutorial available here.
Links mentioned in this video:
Bulk Edit Data
Learn how to bulk edit your existing data in eWay-CRM. This tutorial takes you through different options using eWay-CRM Desktop, eWay-CRM Online, and our Admin App.
Reset Your Password
Forgot your password? No worries. Get a new one.
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.
