- Open the contact list in Microsoft Outlook.
- Select all contacts that you want to save to eWay-CRM (you can use Ctrl+A to select all). Right click on them and select Save to eWay-CRM.
Or click Save to eWay-CRM on the eWay-CRM ribbon in the top right corner.
Now you can create new contacts directly in eWay-CRM.
Alternative for experts: You may want to create contacts in Microsoft Outlook and synchronize only part of them with eWay-CRM. Moreover, if you want to synchronize your contacts with a mobile device or if you want Microsoft Outlook suggested names and email addresses as you begin to type them, you can use the automatic synchronization between eWay-CRM and Microsoft Outlook.
Tip for experts: During the importing contacts from Microsoft Outlook to eWay-CRM, companies can be also created automatically. To turn on this option, go to Administration Application/Global settings/Category: Contacts. Double-click Automatically create new company while importing contact from Outlook if it does not already exist and type “1” into the field. More here.
Please pay attention to companies’ names. The name of a company should be the same for all contacts that are related to it to avoid duplicates in eWay-CRM (e.g. “GE” and ““General Electrics”).