Save Emails to Companies Automatically by Domain

eWay-CRM Online

1. When you are creating a new company, fill in the email address.



 

2. If you do so and it is a company email, the domain of the email address will be automatically added to the Tracked Domains field.
Note
If an email address with a public domain such as gmail.com, or others is entered, this domain is not automatically added to the Tracked Domains field to prevent tracking of personal emails. However, such a domain can still be added manually.



 

3. When you save the company, you will be asked whether you want to connect your Microsoft 365 account and import emails related to this domain.



 

4. Connect to your Microsoft 365 account if you are not already connected, and import older emails if you want.



 

5. From now on, all communication received or sent from your account to an email with the tracked domain will be related to this company.