Tasks in eWay-CRM
Event Start: 12/02/2025 11:00 am
12/02/2025 11:00 am
07/03/2025 1:00 pm
(Central Time)
07/03/2025 1:00 pm
(Central Time)
Microsoft Teams
30 min
Coffee and internet
Are you losing deals because follow-ups are falling through the cracks? Is your TODO list already too long, and you need help delegating or categorizing? Join Ernest for our Masterclass, where we explore the Tasks module inside eWay-CRM.
What you will learn
- An overview of task management in eWay-CRM
- Delegating tasks to colleagues
- Categorizing tasks based on urgency
- Creating automated tasks in workflow
In 30-40 minutes, we will show you how to effectively manage your and your teams' TODO list.