Video Tutorials for eWay-CRM Desktop
Do you use Outlook for Microsoft Windows? Learn how to turn it into a fully-fledged CRM with eWay-CRM
First Steps
Get familiar with how eWay-CRM Desktop works.
Written tutorial available here.
Import Contacts from Outlook
Do you keep your contacts in your Outlook? Move them to eWay-CRM and share them with the rest of your team.
Written tutorial available here.
Import Contacts from Excel
Build your database by importing contacts from Excel.
Written tutorial available here.
Save Emails to eWay-CRM
Learn how to save emails to eWay-CRM manually or automatically to share your customers’ communications.
Written tutorial available here.
Follow Up on Sent Emails
Are you sending an email and want to make sure to hear back? If you send a quote, you want to make sure it’s approved. If you send your colleague a request, you want to make sure it’s done. People get hundreds of emails every day and yours can’t be missed.
This method will help you stay on top of people’s mailboxes.
Links mentioned in this video:
Save Emails to eWay-CRM Desktop
Categories
Use our predefined categories or create your own. Use them to better organize your data.
Written tutorial available here.
Grids and Quick Reports
eWay-CRM Desktop has a powerful grid component. Learn how to use it to create basic reports.
Written tutorial available here.
Bulk Edit Data
Learn how to bulk edit your existing data in eWay-CRM. This tutorial takes you through different options using eWay-CRM Desktop, eWay-CRM Online, and our Admin App.
Reset Your Password
Forgot your password? No worries. Get a new one.
Written tutorial available here.
Try now!
Click the button below and download eWay-CRM for free. You can also book our consultant. We will make a demo just for you.
