- To create a project from an email, right-click the email in your mailbox and select Convert to Project in the context menu.
Or open the email and click Convert to Project in the top right part of the email window.
- A new project card will be created with the email attached to it.
- If you have eWay-CRM Online, just click an email you want to convert to project.
- Click Convert to Project. The new item will be opened.
- Basic information is automatically filled in and you can insert any other data you want. Then, just save the project.