How to Link Emails to Companies Manually

Share your Outlook Emails with Your Team Members

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.

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You will see a window as shown below.

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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.

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

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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.

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