Add a New Meeting to a Deal

This feature is available in module Sales (Free).

You can schedule a meeting for a deal right from the deal window in eWay-CRM. The meeting is linked to the deal from the start and you’ll find it on the deal card. A meeting you’ve already created in your Outlook calendar can be linked to the deal in the eWay-CRM add-in.

Contents

1. eWay-CRM Online
1. From the Deal Window in eWay-CRM Online
2. Link a Meeting from Your Outlook Calendar
2. eWay-CRM Desktop
1. Creating Meeting in eWay-CRM Desktop
2. Creating Meeting in Outlook

eWay-CRM Online

From the Deal Window in eWay-CRM Online

1. Open the deal, click the arrow next to Add New and choose Calendar Event.



 

2. If the deal and its company have different email addresses, eWay-CRM asks who you want to meet in the Schedule Meeting with window. Click the deal.

 

3. A new meeting opens in Outlook on the web. The deal’s contact person is already added as an attendee, and the note contains an eWay-CRM Synchronization Link that tells eWay-CRM which deal the meeting belongs to.



 

4. Edit the subject, pick the date and time, add a location and click Send. The contact person receives the meeting invitation.

 

5. The meeting is saved to eWay-CRM and appears on the Calendar tab of the deal window.

Link a Meeting from Your Outlook Calendar

1. Open the meeting in your Outlook calendar, click Apps and choose eWay-CRM.



 

2. If the meeting isn’t linked to anything in eWay-CRM yet, click Link to eWay-CRM in the add-in pane. If it is, the linked items are shown at the top of the pane. Click + next to them.



 

3. In the Link the event to the following items window, start typing the deal’s name and select it from the list.



 

4. The deal’s contact person and company are added together with the deal. Remove any items you don’t want the meeting linked to with the cross, then click Save.



 

5. You’ll find the meeting on the Calendar tab of the deal window.

eWay-CRM Desktop

You can create a calendar event right on the Deal card in eWay-CRM or in your Microsoft Outlook calendar and add it to the deal in eWay-CRM.

Creating Meeting in eWay-CRM Desktop

1. While working with a deal, click Add New and select Calendar.



 

2. A new calendar event will pop up with some fields pre-filled: Title, Location and Notes (see the table below).
Note
You can turn off the transfer od notes. Go to eWay-CRM Settings > Calendars. For more information, read this article.

Deal in eWay-CRM	Calendar Event in Outlook
Customer	Title
Name	Title
Street, City	Location
Journal	Notes

 



Note
Journal records transferred from eWay-CRM to the Note of the calendar event will remind you of details of previous negotiations. It’s especially useful when you are on the go, but have your mobile phone synced with Outlook.

 

3. If you want to invite other people to the event, use the button Invite Attendees in the top part of the window. You may want to delete your notes before sending the invite to other attendees.



 

4. Specify Start time and End time and click Save & Close. The calendar event will appear both in your Microsoft Outlook calendar and on the Deal Card.

Creating Meeting in Outlook

You can create a calendar event right in the Microsoft Outlook calendar and link it to eWay-CRM. To do that:

1. Open a calendar event in Outlook and select a Superior Item (deal) in the bottom part of the window. Once you selected a superior item, the event‘s details (Title, Location and Notes) will be prefilled automatically. Also, records from Journal will appear in the Notes section.



 

2. Click Save & Close to finish the process. After the meeting, you can convert the calendar event into Journal and write down notes from the meeting.

 

3. Open your Microsoft Outlook Calendar.

 

4. Right-click on the event and select Convert to Journal.



 

5. A journal card will pop-up, where you can write down your notes. If the event has not been saved to eWay-CRM earlier, you can select Superior Item/Customer/Contact Person now.



 

6. Click Save and Close.