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Link Emails to Contacts Automatically

Save Emails Related to Your eWay-CRM Contacts Automatically.

This feature is available in module Contacts & Companies (Professional).

 

For those who prefer written guide

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

eWay-CRM Settings

Set Email Tracking for Contacts

 
Now, when you click Send in your Outlook, eWay-CRM will look for the contact in the database. If there is such contact, eWay-CRM will link the email to it. All emails can be found under the Emails tab on the contact card.

Emails Tab on Contact

When you send emails, you can also link them to a Superior Item, i.e. a deal or a project where this person is specified as a contact.

Save Outgoing Email

 
You can click on Open Superior Item to open the deal/project in a separate window, you can click on Select Different 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.

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