Tips

How to Easily Recognize E-mails Saved to eWay-CRM

DID YOU KNOW...
...that in Outlook you can easily recognize e-mails saved to eWay-CRM? In Inbox, you see those that are saved in CRM at first sight. Just follow the following:
  1. In Microsoft Outlooku click on the eWay-CRM ribbon and go to eWay-CRM Settings.
  2. Click on the E-mail ribbon.
  3. Mark the "Automatically Categorize Saved Emails" function and select "Saved in eWay-CRM" category
  4. If you don't see the category you can create it.
  5. If you save an e-mail into eWay-CRM "Saved in eWay-CRM" category will automatically appear. If you go through e-mails in Inbox those marked as "Saved in eWay-CRM" are archived. It doesn't matter whether you saved the e-mail manually or automatically.
  6. The category will be related only to newly saved emails. Older e-mails will not have this feature.

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

 

Martin Štefko
22. 9. 2020
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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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