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.

Creating Tasks in eWay-CRM

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

Add New Task to Contact

  1. A task window will pop up with the predefined Contact Person, date fields, Solver and Delegator.

New Task Window

  1. Specify Start Date, Due Date, Status, Priority. Set up the Reminder if needed.

Add Reminder to Task

  1. You may want to assign the task to another person. You just click Solver field and select correct user from the list. When you save the task, new solver automatically receives notification about assigning to this task.

Delegate Task to Different Solver

Creating Tasks in Outlook

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

Outlook Modules

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

New Task in Outlook

  1. 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 on Outlook Task

  1. Click Save & Close.

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