Outlook CRM Background

Save Emails to Companies Manually (video included)

Share your Outlook Emails with Your Team Members.

Tutorial for

  1. eWay-CRM for Windows Outlook
  2. eWay-CRM for Microsoft 365

eWay-CRM for Windows Outlook

For those who prefer written guide

  1. Right-click on an email in your Inbox and choose Save to eWay-CRM.
  2. Save Email to eWay-CRM

     

  3. You will see a window as shown below.
  4. Email Import Confirmation Dialog

     

  5. Click Yes  to open the email in eWay-CRM. In the dialog, you can make sure that eWay-CRM has found the company and you can see it in the Companies tab in the bottom part of the window.
  6. Companies Tab on Email

     

  7. If eWay-CRM couldn’t find the company automatically, you can add it using a button Link to Existing Company on the top ribbon.
  8. Link Existing Company to Email

     

  9. Alternatively, you can drag and drop emails from your Inbox right to the Emails tab. This option especially makes sense if you want to save several emails at once.
  10. Drag and Drop Email to Company

Note
If you save an email to a contact that contains a company, the email will be automatically filled in with the company too.

eWay-CRM for Microsoft 365

  1. Select email and click Save Email.
  2. Save email

     

  3. Email is saved and you will see the dialog, where can be predefined some items that are related to the email. If you do not see your company here, just type its name and select it.
  4. Select relations

     

  5. Click Save to confirm your changes.
  6. Tip
    If the email is personal but you still want to save it to eWay-CRM, check Mark this email as Private. You can work with the email but your colleagues cannot see it.

    Save

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