Outlook CRM Background

How to Create Follow-up Tasks for Contacts

Set up reminders for youself or your teammates to stay in touch with your customers.

eWay-CRM is closely integrated with the Task module in Microsoft Outlook. You may want to:

  • create tasks right in eWay-CRM while you are working with a contact, or
  • create tasks in Outlook first and link them to items in eWay-CRM.

In both cases, as a result, tasks will appear in the tasks list in Outlook.

Tasks in Outlook

Creating Tasks in eWay-CRM

  1. Open a Contact.
  2. Click Add New and choose Task.

    Add New Task

  3. A task window will pop up with the predefined Subject: Contact name.

    Pre-filled Values

    The Superior Item will be also predefined.

    Superior Item

  4. Specify Start date, Due date, Status, Priority. Set up the Reminder if needed.

    Important Fields

  5. You may want to assign the task to another person by clicking the corresponding button in the ribbon. Click Save & Close.

    Save or Assign Task

 

Creating Tasks in Outlook

  1. In Outlook, go to the Tasks module (at the bottom part of the side menu).

    Task Module in Outlook

  2. Click the New Task button to create a new task. It will open the Task window.

    New Task

  3. Fill in all the necessary fields—Subject, Start and Due Date, etc. and specify a Superior Item (contact, company, deal, project or marketing campaign). In case you leave the field empty the task will not be saved to eWay-CRM and will stay in Microsoft Outlook only.

    Select Superior Item

  4. Click Save & Close.

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.