Outlook CRM Background

Link Emails to Companies Manually

Share your Outlook Emails with Your Team Members.

 

For those who prefer written guide

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

Save Email to eWay-CRM

 
You will see a window as shown below.

Email Import Confirmation Dialog

 
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.

Companies Tab on Email

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

Link Existing Company to Email

 
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.

Drag and Drop Email to Company

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