Outlook CRM Background
Note
This tutorial explains a one-way import. To learn more about the two-way synchronization, click here.
  1. Open the contact list in Microsoft Outlook.
  2. Outlook contacts

     

  3. Select all of the contacts that you want to save to eWay-CRM (you can use Ctrl+A to select all). Right-click on them and select Save to eWay-CRM.
  4. Save Contact to eWay-CRM

    Or click Save to eWay-CRM on the eWay-CRM ribbon in the top right corner.

    Save Contact to eWay-CRM

     

  5. Now your contacts are imported from Outlook to eWay-CRM. If you are not sure what fields are imported, please go to the list of synchronized fields. If you wat to synchronize more fields (e.g. categories), we recommend import from Excel.
Tip for elimination of duplicates
From Outlook, you can import contacts you already have in eWay-CRM. To prevent duplicates, turn on the duplicate check in the Administration Center > Features > Contacts & Companies. Turn on Check for duplicates (by any of the email addresses). More here.
Tip for automatic creating of companies
During the importing of contacts from Microsoft Outlook to eWay-CRM, companies can be also created automatically. To turn on this option, go to Administration Center > Features > Contacts & Companies. Turn on Automatically create companies when importing contacts from Outlook. More here.
Note on company names
Please pay attention to companies’ names. The name of a company should be the same for all contacts that are related to it to avoid duplicates in eWay-CRM (e.g. “GE” and “General Electric”).

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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