Outlook CRM Background

A lot of task is related to emails you receive. eWay-CRM allows you to easily convert email to task so you have all duties on one place – in eWay-CRM Tasks module. You do not have to switch among inbox, tasks, you journal and stickers on your monitor.
Where do you use your eWay-CRM?

  1. Outlook on web, mobile, or tablet
  2. Outlook in Windows

eWay-CRM in Outlook on web, mobile, or tablet

If you have eWay-CRM add-in for Outlook 365, just click an email you want to convert to task.

Convert email

 
Click Convert to Contact. The new item will be opened in eWay-CRM Web.

Convert to task

 
Basic information is automatically filled in, if the email address is already related to the contact, company, project, or deal in eWay-CRM, they are filled too. You can insert any other data you want. Then, just save the task.

New task

eWay-CRM for Outlook in Windows

  1. Right-click email.
  2.  

  3. Select Convert to Task.
  4. Convert Email to Task

     

  5. If the email has filled Superior Item field, this superior item is pre-filled on task, too.  Subject of task is same as Subject of the email. You just select the date when the task should be done.
  6. Task Created From Email

  7. Notice that email is automatically related to the task.
  8. Emails Tab on Task

Note. Convert to Task button is also available in the ribbon of the opened email window.

Convert Email to Task

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