Create Deals from Emails
Learn how to create deals from emails with two clicks.
- To create a deal from an email, right-click the email in your mailbox and select Convert to Deal in the context menu.
- A new deal card will be created with pre-filled data from the email:
- The email itself will be attached to the new deal automatically.
Or open the email and click Convert to Deal in the top right part of the email window.
| Number | Description |
| 1 | Name (the subject of the email) |
| 2 | Date Received (the date of receipt of the email) |
| 3 | Customer (eWay-CRM will try to find a company with the identical email address. If there is no such a company, eWay-CRM will try to find a contact with the identical email address and will check if there is a company related to this contact. If eWay-CRM can’t find neither company nor contact with the identical email address, it will use the domain name from the incoming email) |
| 4 | Contact Person (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). |
| 5 | Email (the sender email address) |
| 6 | Contact Information (will be prefilled, if eWay-CRM finds a company with the identical email address or a contact with the identical email address linked with a company). |
