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.
- Go to the eWay-CRM Settings.
- Under the Emails tab, check Automatically Track Emails From People Listed in the Contacts Module and Automatically Track Emails From Companies.
- 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.