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:
- Write an email to a contact that is saved in eWay-CRM. Send the email.
- If you have set tracking of outgoing emails, the dialog for email saving will pop up.
- Select the date in the Follow Up field, so the email can be reminded you by the task.
- Confirm the dialog.
- 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.