Skip to content.
|
Skip to navigation
Personal tools
Log in
Čeština
English
Search Site
only in current section
Advanced Search…
Navigation
Home
Documentation
How to Use eWay-CRM
Tutorial Videos
FAQ
eWay-Books
Blog
GitHub
You are here:
Home
/
Documentation
/
eWay-CRM Desktop
/
Modules
/
5. Deals
/
deals_01.png
Info
Full-size image:
79 KB
|
View
Download
Navigation
Introduction
eWay-CRM Account Sign up
Installation
eWay-CRM Desktop
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
eWay-CRM Online
eWay-CRM Mobile
Admin Center
Add-ins
