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eWay-CRM® Outlook
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Introduction
eWay-CRM Account Sign up
Installation
eWay-CRM® Outlook
Description
Modules
1. Bookkeeping
2. Calendar
3. Companies
4. Contacts
5. Deals
Deals Module Introduction
Convert Deal to Project, Company or Contact
Sales and Business Opportunities (Introduction Videos)
Create New Deal From Email
Send Bulk Mail
Import Deals From Microsoft Excel
Workflow (Tutorial Video)
Notify Team About Items Newly Related to Project or Deal
Notification About Deals Over Limit
Default Workflow Settings: Deals - Prospect
Default Workflow Settings: Deals - Opportunity
deals_01.png
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
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