Tips

How to Quickly Convert E-mail to Task in eWay-CRM

DID YOU KNOW...
...That in eWay-CRM you can quickly convert an e-mail to a task? You can do it in two ways. Just do the following:
Option 1 - Quickly flag an e-mail
  1. Click on an e-mail.
  2. In the Outlook Ribbon click on Today, Tomorrow, or Custom according to when you want the task to be completed.
  3. You can find your task in tasks.
Option 2 - Convert an e-mail to a task
  1. Right-click on an e-mail and select Convert to Task.
  2. A new task will appear with details. You just may specify for example a due date and save the task.

 

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

Martin Štefko
24. 11. 2020
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.