Create a Project (Tutorial for eWay-CRM Online) скачать в хорошем качестве

Create a Project (Tutorial for eWay-CRM Online)

eWay-CRM has a module called Projects. This is a module where you keep an eye on the delivery of your closed deals. Don’t switch to a different tool when you win a deal. Stay in eWay-CRM. eWay-CRM allows you to split projects into individual tasks, and share emails, notes, and documents. Projects are a great workspace for sharing clients’ correspondence and team cooperation. There are three main scenarios for creating projects in eWay-CRM. Let’s check them all. Timeline: 00:00 Intro 01:14 Option 1 – Converting Deals into Projects 03:37 Option 2 – Converting Emails to Projects 04:35 Option 3 – Creating Projects Manually See how to customize our default form in eWay-CRM Desktop using Form Designer:    • Form Designer (Tutorial Videos)   Videos about saving emails manually and automatically to eWay-CRM:    • Save Emails to eWay-CRM Manually (Tutorial...      • Save Emails to eWay-CRM Automatically (Tut...   How to use Admin Center tutorial videos:    • Create a New User Account in eWay-CRM (Tut...   💡 About eWay-CRM: eWay-CRM is a CRM that sits right inside your Outlook. It helps organizations worldwide manage contacts, companies, deals, projects, and marketing campaigns. We intentionally made eWay-CRM the Outlook add-in because this is where you already live in. You keep there your emails, meetings, contacts, and tasks. Why don't you take what you already use and make it better? 🌐 Find more at https://www.eway-crm.com/ Be effective! With eWay-CRM. The best CRM in Outlook. #ewaycrm #Beeffective #crm #outlook 👍 Follow eWay-CRM on social networks: Facebook:   / ewaycrm   LinkedIn:   / eway.  . Reddit:   / ewaycrm