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Create Contacts from Emails

Learn how to create new contact with two clicks.

  1. To create a contact from an email, right-click the email in your mailbox and select Convert to Contact in the context menu.
  2. Convert Email to Contact

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

    Convert Email to Contact

  3. A new contact card will be created with the email attached to it.
  4. Contact Created From Email

    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.

     

  5. You can select a company if it’s already saved in eWay-CRM by clicking the Select Item 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 Create New Itemcontact_email_04.png

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.

Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table