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Link Emails to Multiple Deals or Projects

Learn How to Save the Same Email to Different Related Projects in eWay-CRM.

You already know how to link an email to a project. Now, if you need to link the same email to another project, follow these steps:

  1. Open a project. You can do it right from the email in Sent Items by clicking the how_emails_multiple_00 button at the bottom.

    how_emails_multiple_01

  2. Сlick the E-mails tab.

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  3. Right-click on the email and select Open in eWay-CRM.

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  4. The Email card will pop-up. Click on the Projects tab.

    how_emails_multiple_leads_04

  5. Right-click the space under the tab and select Add relation with an existing project.

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    Or use the button Add relation with an existing item at the top part of the window.

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  6. Find next project in the menu and click OK.

As a result, the email will be linked to several projects.

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Do you have questions? Our consultants have answers.

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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