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You are here: Home / Documentation / eWay-CRM® Outlook / Modules / 5. Deals
Info

5. Deals

 Title   Type 
Deals Module Introduction Page
Convert Deal to Project, Company or Contact Page
Sales and Business Opportunities (Introduction Videos) Link
Create New Deal From Email Page
Send Bulk Mail Link
Import Deals From Microsoft Excel Link
Workflow (Tutorial Video) Link
Notify Team About Items Newly Related to Project or Deal Link
Notification About Deals Over Limit Page
Default Workflow Settings: Deals - Prospect Link
Default Workflow Settings: Deals - Opportunity Link
deals_01.png Image
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deal_project.png Image
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next_last_01.png Image
estimated_value.png Image
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deal_convert_01_03.png Image
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deal_email_convert_01_03.png Image
deal_email_convert_02_02.png Image
deals_02_04.png Image
deal_email_convert_03_03.png Image
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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
      • 6. Discount Lists
      • 7. Documents
      • 8. Exchange Rates
      • 9. Emails
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