This function is great in the morning when you want to look over your emails and plan activity on them.
- Select one or more emails in Microsoft Outlook.
- In the eWay-CRM ribbon, click Today, Tomorrow or Custom.
- Email is automatically converted to task and related to the task. Email can be found in the task window.
- In the Tasks module, you can get back to task and fill in details if you need to.
Do you have questions? Our consultants have answers.
Do not hesitate to contact us.