![]() You can save the selected email to Way-CRM, so it will be always related to a contact, company, or deal. You can pin up the add-in panel, so you can always see eWay-CRM information about the email sender. You can see the details about the sender that are saved in eWay-CRM. If you click the item, eWay-CRM will launch. You can open an item list, just select which one in the context menu. You can create a new item, just select which one in the context menu. If you click the eWay-CRM icon, you have these options: If you are successfully logged in, just click the email in your inbox and click the eWay-CRM icon. Now, you just need to insert your password. In the next window, type in the code that was sent to the previously set email address. So click the Login button.įill in the email address of your existing eWay-CRM account. ![]() You can see the add-in panel, but you are not signed in yet. You can see a small eWay-CRM icon next to your emails. Now, the add-in is installed, but you need to relate to your eWay-CRM account.On the page with add-ins, click into the search field and type in "eWay-CRM".If you are on your PC, click the File tab in your Outlook and then Manage Add-ins. If you are on your web access to Outlook 365, just click the 3x3 dots icon in the left top part of the page and select Add-Ins (if this option is not visible, click All apps at first): Older versions of Outlook for Windows that use Internet Explorer 11 does not get new feature updates (you can find more information about which version of Outlook uses which browser here)Įasy access to the eWay-CRM add-in is via this link.The add-in is available only for users who have eWay-CRM Enterprise licenses ( more information about licenses).Your web service is public and on HTTPS with a trustworthy certificate.You have a Microsoft Office 365 account.Add-in gives you quick information about items that are related to emails in your inbox. This add-in is available for web access and also for Outlook installed on your PC. ![]() EWay-CRM gives you the add-in that is available for all users of Microsoft Outlook 365 who have an Enterprise eWay-CRM license. ![]()
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