Outlook CRM Background

How to Link Emails to Companies

Attach Emails to Companies Automatically or Manually with eWay-CRM.

While working with a company, you can send an email by selecting Add New > Email. This email will be saved in eWay-CRM.

Add Email on Company

eWay-CRM also gives you the ability to save emails from/to companies automatically and manually.

How to Save Emails Automatically

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

eWay-CRM Settings

Track Emails by Companies

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 on Company

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.

Save Outgoing Email

You can click on Open Superior Item 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.

How to Save Emails Manually

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

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.