Create Contacts from Emails
Learn how to create new contact with two clicks.
Where do you use your eWay-CRM?
eWay-CRM in Outlook on web, mobile, or tablet
If you have eWay-CRM add-in for Outlook 365, just click an email you want to convert to contact.
Click Convert to Contact. The new item will be opened in eWay-CRM Web.
Basic information (name, email address) is automatically filled in and you can insert any other data you want. Then, just save the contact.
eWay-CRM for Outlook in Windows
- To create a contact from an email, right-click the email in your mailbox and select Convert to Contact in the context menu.
- A new contact card will be created with the email attached to it.
- 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
Or open the email and click Convert to Contact in the top right part of the email window.
Number | Description |
1 | Full 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. |
2 | Email 1 is the sender email address. |
3 | Email that was used for creating contact is related to the contact in the HUB and Email tab. |
Do you have questions? Our consultants have answers.
Do not hesitate to contact us.
You can also book our consultant. We will make a demo just for you.