Outlook CRM Background

How to Link Emails to Companies Automatically

Attach incoming and outgoing emails to companies automatically.

You can specify conditions for saving emails to companies automatically in eWay-CRM Settings > Emails.

eWay-CRM Settings

Track Emails

Now, when you click Send in your Outlook, eWay-CRM will look for the company in the database. If there is such a company, eWay-CRM will link the email to it. All emails can be found under the Emails tab on the company card.

Emails Tab

When you send emails, you can also link them to a Superior Item, i.e. a deal  or a project where this company is specified as a customer.

Superior Item of Sent Email

You can click on Open Detail to open the deal/project in a separate window, you can click on Select Superior Item to search a deal/project, or you can click on Remove Superior Item to clear the field.

Click OK to save the email to eWay-CRM or click Cancel if you don’t want to save it.

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.