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13. Projects
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Introduction
eWay-CRM Account Sign up
Installation
eWay-CRM Desktop
Description
Modules
1. Bookkeeping
2. Calendar
3. Companies
4. Contacts
5. Deals
6. Discount Lists
7. Documents
8. Exchange Rates
9. Emails
10. Journal
11. Marketing
12. Products
13. Projects
Projects Module Introduction
Teams
Convert Deal to Project
Create New Project From Email
Resource Plan (Description and Use of View)
Import Projects From Microsoft Excel
Workflow (Tutorial Video)
Notification About Upcoming Project Deadline
Notify Team About Items Related to Project or Deal
Default Workflow Settings: Project – Reclamation
Default Workflow Settings: Project – Internal Project
Default Workflow Settings: Project – Commission
notify_deadline_01_01.png
14. Reports
15. Tasks
16. Time Sheets
17. Users
18. Leaves
19. HUB
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eWay-CRM Mobile
Admin Center
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