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eWay-CRM Desktop
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13. Projects
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projects_team_05.png
- Info
- Navigation
-
- 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
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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
- projects_team_05.png
- 14. Reports
- 15. Tasks
- 16. Time Sheets
- 17. Users
- 18. Leaves
- 19. HUB
- eWay-CRM Online
- eWay-CRM Mobile
- Admin Center
- Add-ins
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