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:
- Open a lead. You can do it right from the email in Sent Items by clicking the button at the bottom.
- Сlick the E-mails tab.
- Right-click on the email and select Open in eWay-CRM.
- The Email card will pop-up. Click on the Leads tab.
- Right-click the space under the tab and select Add relation with an existing lead.
Or use the button Add relation with an existing item at the top part of the window.
- Find next lead in the menu and click OK.
As a result, the email will be linked to several leads.