Tips

How to Easily Categorize Outlook Emails for eWay-CRM

DID YOU KNOW…

…That in eWay-CRM you can categorize e-mails? In your company make a set of shared categories and add them to e-mails. Then in eWay-CRM you can sort e-mails according to the type (offer, order, claim, etc.), according to products or services, or through the category you can add a user who is in charge of the e-mail. There are plenty of ways how to use it. How do you do it?

 

Set the e-mail categorization as follows:

  1. Select an e-mail (or more e-mails) in Microsoft Outlook you want to categorize.
  2. In the ribbon, click the Categorize icon.
  3. Select the category you want to add to this e-mail.
  4. E-mail is saved with this category into eWay-CRM.

For more advanced tips, go to our Knowledge Base.

 

Be effective! With eWay-CRM.

Martin Štefko
29. 1. 2020
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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.

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