Tips

How to Set Reminder for Outgoing E-Mails in eWay-CRM

DID YOU KNOW…

…That in eWay-CRM you can set a reminder to the e-mail you have just sent? If you send an e-mail you can easily forget that you have sent it or that you expect a reply. Set a reminder to your outgoing e-mails so you won’t forget it.

 

Set a reminder to an outgoing e-mail as follows:

  1. Write an email to a contact that is saved in eWay-CRM. Send the email.
  2. If you have set tracking of outgoing emails, the dialog for email saving will pop up.
  3. Select the date in the Follow Up field, so the email can be reminded you by the task.
  4. Confirm the dialog.
  5. Task is created in the Tasks module where you can set a reminder so you won’t forget it.

For more advanced tips, go to our Knowledge Base.

 

Be effective! With eWay-CRM.

Martin Štefko
4. 2. 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

Tips on Better Productivity

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