How to Link Emails to Companies Manually

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

Right-click on an email in your Inbox and choose Save to eWay-CRM.


You will see a window as shown below.


Click Yes  to open the email in eWay-CRM. In the dialog, you can make sure that eWay-CRM has found the company and you can see it in the Companies tab in the bottom part of the window.


If eWay-CRM couldn’t find the company automatically, you can add it using a button Link to Existing Company on the top ribbon.


Alternatively, you can drag and drop emails from your Inbox right to the Emails tab. This option especially makes sense if you want to save several emails at once.


Do you have questions? Our consultants have answers.