Discussed multiple deals in one email? Link the email to all related leads.

How to Link Emails to Multiple Leads

Learn How To Save The Same Email to Different Related Leads in eWay-CRM

How to Start Using eWay-CRM » Leads » How to Link Emails to Multiple Leads

Do you have more opportunities (leads) running simultaneously with the same company and/or contacts? If so, you may want to link the very same email to all related leads.

You already know how to link an email to a lead. Now, if you need to link the same email to another lead, follow these steps:

  1. Open a lead. You can do it right from the email in Sent Items by clicking the how_emails_multiple_00 button at the bottom.

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  2. Сlick the E-mails tab.

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  3. Right-click on the email and select Open in eWay-CRM.

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  4. The Email card will pop-up. Click on the Leads tab.

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  5. Right-click the space under the tab and select Add relation with an existing lead.

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    Or use the button Add relation with an existing item at the top part of the window.

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  6. Find next lead in the menu and click OK.

As a result, the email will be linked to several leads.

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Do you have questions? Our consultants have answers.