How to Link Emails to Companies Automatically

Attach incoming and outgoing emails to companies automatically

How to Start Using eWay-CRM » Companies » How to Link Emails to Companies Automatically

You can specify conditions for saving emails to companies automatically in eWay-CRM Settings > Emails.

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Now, when you click Send in your Outlook, eWay-CRM will look for the company in the database. If there is such a company, eWay-CRM will link the email to it. All emails can be found under the Emails tab on the company card.

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When you send emails, you can also link them to a Superior Item, i.e. a deal  or a project where this company is specified as a customer.

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You can click on link_emails_companies_05 to open the deal/project in a separate window, you can click on link_emails_companies_06 to search a deal/project, or you can click on link_emails_companies_07 to clear the field.

Click OK to save the email to eWay-CRM or click Cancel if you don’t want to save it.

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