Hvordan knytte E-post til flere 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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