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eWay-CRM Desktop
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4. Contacts
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Introduction
eWay-CRM Account Sign up
Installation
eWay-CRM Desktop
Description
Modules
1. Bookkeeping
2. Calendar
3. Companies
4. Contacts
Contacts Module Introduction
Companies and Contacts (Introduction Video)
Sending Bulk Mail
Printing Labels and Envelopes
Contacts Import From Microsoft Outlook to eWay-CRM
Move Contacts From Outlook Into eWay-CRM (Tutorial Video)
Importing Contacts From Microsoft Excel
Import of Contacts and Companies From Excel (Tutorial Video)
Automatic Contacts Synchronization Between Microsoft Outlook and eWay-CRM
Manual Contacts Synchronization Between Microsoft Outlook and eWay-CRM
Check for Duplicates During the Creation of New Contacts and Companies
Open eWay-CRM Contact in Microsoft Outlook and Microsoft Outlook Contact in eWay-CRM
Create New Contact From Email
Conversion of Deal to Contact
Notification of Related Users About Assigned Items to Contact or Company
contact_outlook_01.png
5. Deals
6. Discount Lists
7. Documents
8. Exchange Rates
9. Emails
10. Journal
11. Marketing
12. Products
13. Projects
14. Reports
15. Tasks
16. Time Sheets
17. Users
18. Leaves
19. HUB
eWay-CRM Online
eWay-CRM Mobile
Admin Center
Add-ins