Projects in eWay-CRM

Whether it’s for planning an event, building a home, rolling out a piece of software, or delivering a product or service after making the sale, nearly every organization has a need for our Projects module. Join Ernest for this Masterclass to learn how you can keep your contacts and communications organized, your team updated, and your time tracked.

Book Your Spot

What you will learn

1. What is the difference between a Deal and a Project
2. Project Types and Workflows
3. Organizing Emails and Notes by Projects
4. Planning Tasks
5. Tracking Timesheets (+salaries and costs)
6. Billing

In 30-40 minutes, we will show you how to effectively manage your and your teams' TODO list.