This function is great in the morning when you want to look over your emails and plan activity on them.
- Select one or more emails in Microsoft Outlook.
- In the eWay-CRM ribbon, click Today, Tomorrow or Custom.
- Email is automatically converted to task and related to the task. Email can be found in the task window.
- In the Tasks module, you can get back to task and fill in details if you need to.
- When you are sending emails, there is new field in the email save dialog called Follow Up.
- Select date when you want to remind the email.
- Click OK button.