Outlook CRM Background

Contents

  1. Creating Calendar Events in eWay-CRM
  2. Creating Calendar Events in Outlook

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 Calendar Events in eWay-CRM

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

    Add New Calendar

  2. A new calendar event will pop up with some fields pre-filled: Subject, Location and Notes (see the table below).
Deal in eWay-CRMCalendar Event in Outlook
CustomerSubject
NameSubject
Street, CityLocation
JournalNotes

Pre-filled Values

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

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.

Invite Attendees

  1. 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.

    Calendar Event

 

Creating Calendar Events 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.

    Pre-filled Values

    Once you selected a superior item, the event‘s details (Subject, 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.

  1. Open your Microsoft Outlook Calendar.
  2. Right-click on the event and select Convert to eWay-CRM > To Journal.

    Convert Calendar to Journal

  3. 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/Company/Contact now.

    Journal Dialog

  4. Click Save and Close.

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.