Tips

Do People Forget to Reply to Your Emails? Set a Reminder!

Sometimes you need a quick reply in order to schedule an appointment, book a conference room or simply to proceed with your current project. But our mailboxes are getting over-filled and people often lose track of your message. How to avoid embarrassing reminders via email and begging for attention?

 

eWay-CRM offers a specific feature for this purpose – a set of reminders that will remind you in a specified time and make sure that nobody forgets again.

 

 

For those who prefer written guide

 

1. Send email as usual but be sure you are tracking outgoing emails in eWay-CRM.

 

Send email

 

2. The dialog will pop up and you can set Follow Up. Set the deadline for the email to be handled. If you confirm the dialog, new task will be created in eWay-CRM.

 

Set Follow Up

 

3. Open the newly created task and set Reminder to be sure you will not forget it.

 

Set reminder

Reminder pops up at the appropriate time. Done! It will be easier for you to remember the deadline.

On top of that, eWay-CRM offers even more sophisticated tools for Outlook such as managing tasks of your employees and reporting all their current activities.

Martin Štefko
2. 5. 2022
Share

Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table

Tips on Better Productivity

Subscribe for our training materials and
get the best from our consultants right into your mailbox.