How to Create Follow-up Tasks for Deals

How to Start Using eWay-CRM » Deals » How to Create Follow-up Tasks for Deals

eWay-CRM is closely integrated with the Task module in Microsoft Outlook. You may want to:

  • create tasks right in eWay-CRM while you are working with a deal, or
  • create tasks in Outlook first and link them to items in eWay-CRM.

In both cases, as a result, tasks will appear in the tasks list in Outlook.

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Creating Tasks in eWay-CRM

  1. Open a Deal.
  2. Click Add New and choose Task.

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  3. A task window will pop up with the predefined Subject: Customer (1) and Deal name (2).

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    The Superior Item will be also predefined.

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  4. Specify Start date, Due date, Status, Priority. Set up the Reminder if needed.

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  5. You may want to assign the task to another person by clicking the corresponding button in the ribbon. Learn more about this functionality here. Click Save & Close.

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Creating Tasks in Outlook

  1. In Outlook, go to the Tasks module (at the bottom part of the side menu).

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  2. Click the New Task button to create a new task. It will open the Task window.

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  3. Fill in all the necessary fields—Subject, Start and Due Date, etc. and specify a Superior Item (contact, company, deal, project or marketing campaign). In case you leave the field empty the task will not be saved to eWay-CRM and will stay in Microsoft Outlook only.

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  4. Click Save & Close.

eWay-CRM allows you to create automatic tasks when the status of deals is being changed, e.g. a task can be created for a Project Manager once a Sales Rep changed the status to Converted to Project.

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