Link Emails to Contacts Automatically
Save Emails Related to Your eWay-CRM Contacts Automatically.
For those who prefer written guide
You can specify conditions for saving emails to contacts automatically in eWay-CRM Settings > Emails.
Now, when you click Send in your Outlook, eWay-CRM will look for the contact in the database. If there is such a contact, eWay-CRM will link the email to it. All emails can be found under the Emails tab on the contact card.
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.
You can click on to open the deal/project in a separate window, you can click on
to search a deal/project, or you can click on
to clear the field.
Click OK to save the email to eWay-CRM or click Cancel if you don’t want to save it.
Do you have questions? Our consultants have answers.
Do not hesitate to contact us.
You can also book our consultant. We will make a demo just for you.