Outlook CRM Background

How to Link Emails to Contacts Automatically

Save Emails Related to Your eWay-CRM Contacts Automatically.

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

eWay-CRM Settings

Emails Tracking

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.

Emails Tab

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.

Select Superior Item

You can click on Open Superior Item Detail 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.

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.