Hvordan knytte E-post til Kontakter og Firmaer automatisk

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



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 E-mails tab on the contact card.


When you send emails, you can also link them to a Superior item, i.e. a lead  or a project where this person is specified as a contact.


You can click on how_link_emails_auto_05 to open the lead/project in a separate window, you can click on how_link_emails_auto_06 to search a lead/project, or you can click on how_link_emails_auto_07 to clear the field.

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