For those who prefer written guide
Right-click on an email in your Inbox and choose Save to eWay-CRM.
You will see a window as shown below.
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.
If eWay-CRM couldn’t find the company automatically, you can add it using a button Link to Existing Company on the top ribbon.
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.
Do you have questions? Our consultants have answers.
Do not hesitate to contact us.