How to Create Deals From Emails

Learn how to create deals from emails with two clicks

How to Start Using eWay-CRM » Deals » How to Create Deals From Emails

To create a deal from an email, right-click the email in your mailbox and select Convert to Deal in the context menu.

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Or open the email and click Convert to Deal in the top right part of the email window.

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A new deal card will be created with pre-filled data from the email:

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Number Description
1 Name (the subject of the email)
2 Customer (eWay-CRM will try to find a company with the identical email address. If there is no such a company, eWay-CRM will try to find a contact with the identical email address and will check if there is a company related to this contact. If eWay-CRM can’t find neither company nor contact with the identical email address, it will use the domain name from the incoming email)
3 Contact Person (eWay-CRM will try to find a contact with the identical email address and transfer the first and last name from the contact card. If there is no such a contact, it will use the prefix of the email address).
4 Date Received (the date of receipt of the email)
5 Email (the sender email address)
6  Street, ZIP and City (will be prefilled, if eWay-CRM finds a company with the identical email address or a contact with the identical email address linked with a company).

The email itself will be attached to the new deal automatically.

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