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For those who prefer written guide

Contents

  1. Saving Emails to Contacts and Companies Manually
  2. Saving Emails to Contacts and Companies Automatically
  3. Saving Emails to Leads and Projects

 

eWay-CRM has its own Emails module, separated from Microsoft Outlook. Emails are actually copied from Microsoft Outlook to eWay-CRM, so if a user deletes emails from the inbox or his/her Outlook account is deactivated, all communication stays in eWay-CRM anyway.

There are many ways to add emails to eWay-CRM. It depends on where you want to save them – to Leads / Projects or to Contacts / Companies. You can import emails manually or define rules for auto-saving them.

 

Saving Emails to Contacts and Companies Manually

Option 1. Right-click on an email in your inbox and choose Save to eWay-CRM.

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Option 2. Open an email and click Save to eWay-CRM button.

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Option 3. Drag and drop emails (especially if you want to save several emails at once).

Now, if you open the contact/company, the email will be there.

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Saving Emails to Contacts and Companies Automatically

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

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Learn more about additional settings.

 

Saving Emails to Leads and Projects

If you use Leads and/or Projects modules you may have several business opportunities and projects in progress with the same customer simultaneously. That’s why emails are not assigned to leads / projects automatically. However, if you link an email to a lead/project, all further communication will be linked to the same lead or project automatically. eWay-CRM will take care of keeping the conversation.

To save an email to a lead / project:

  1. Open an email message.
  2. Select Superior item (lead or project) in the bottom part of the opened email.

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  3. That’s it. Make sure that the button Save to eWay-CRM is pressed. It signalizes that the email is saved.

Tips for experts: To be able to see what emails have been saved to eWay-CRM in your Microsoft Outlook, you may want eWay-CRM to categorize them automatically.

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.