Outlook CRM Background

How to Link Emails to Companies Manually

Share your Outlook Emails with Your Team Members.

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

Save to eWay-CRM

You will see a window as shown below.

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

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 to Existing Company

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

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.