Tips

How to Automatically Save All Emails From Your Customers

DID YOU KNOW...

 

...that you can automatically save emails from all your customers in eWay-CRM? Just set up this feature, and incoming emails are automatically paired with your contacts and companies.

  1. Go to the eWay-CRM Settings.
  2. Under the Emails tab, check Automatically Track Emails From People Listed in the Contacts Module and Automatically Track Emails From Companies.
  3. Confirm with OK. You will now find incoming emails saved in existing contacts and companies or in the emails module.

If you prefer to save e-mails to eWay-CRM manually, here is how to do it.

 

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

Ondřej Svoboda
25. 5. 2021
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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

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