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?
- Right-click email.
- Select Convert to Task.
- Convert to Task button is also available in the ribbon of the opened email window.
- 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.
- Notice that email is automatically related to the task.
- If you have eWay-CRM Online, just click an email you want to convert to the task.
- Click Convert to Contact. The new item will be opened in eWay-CRM Online.
- 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.