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How to Link Emails to Deals

Learn How to Link Emails Related to Deals Automatically or Manually.

You can find all emails linked to a specific deal under the Emails tab.

Emails Tab

There are several ways to link incoming and outgoing emails to deals depending on your preferences.

Option 1. Sending Emails From the Context Menu

  1. Click Deals in the eWay-CRM ribbon.

Deals Icon

  1. Find a required deal.

Search Deal

  1. Right-click it and select Send an Email.

Send an Email on Deal

Option 2. Sending Emails from the Deal Card

Open a deal, click Add New and select Email

Add New Email on Deal

Option 3. Linking Sent Emails to Deals

Open on an email in your Microsoft Outlook and choose a deal in the Superior Item field at the bottom.

Add Deal as Superior Item on Email

Option 4. Tracking Outgoing Emails

Go to eWay-CRM Settings > Emails and check Track Emails From People Listed in the Contacts Module.

eWay-CRM Settings

Track Outgoing Emails

Now, when you click Send in your mailbox, eWay-CRM will look for the deal in the database. If there is such a deal, it will appear in the Superior Item field.

If there are more than one Superior Item (deals and projects) where this person is specified as a Contact Person, the field will stay without a superior item relation so that you could select the right one manually.

You can click on Open Item Detail to open the deal in a separate window, you can click on Select Different Superior Item to find another deal, or you can click on Remove Superior Item to clear the field.

Save Outgoing Email With Deal as Superior Item

Click OK to save the email to eWay-CRM or click Cancel if you don’t want to save it.

 

Option 5. Drag and drop

You can drag and drop emails from your mailbox on the Deal Card under the tab Emails.

Drag and Drop Email do Deal

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.