Outlook CRM Background

How to Create Contacts from Emails

Learn how to create new contact with two clicks.

For å opprette en kontakt fra en e-post kan du høyreklikke på e-posten i postkassen og velge Konverter til eWay-CRM > Konverter til kontakt på hurtigmenyen.

create_contact_email_01

Or open the email and click Convert to Contact in the top right part of the email window.

create_contact_email_02

A new contact card will be created with the email attached to it.

NumberDescription
1Full Name – eWay-CRM will try to find a contact with the identical email address and transfer the first and last name from the contact card. If there is no such a contact, it will use the prefix of the email address.
2Email 1 is the sender email address.
3Email that was used for creating contact is related to the contact in the HUB and Email tab.

You can select a company if it’s already saved in eWay-CRM by clicking the  sign (in this case company’s address can be copied onto the contact card automatically). If the company doesn’t exist yet, you can create it by clicking the  sign.

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.