How to Convert Deals to Companies, Contacts and Projects

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How to Start Using eWay-CRM » Deals » How to Convert Deals to Companies, Contacts and Projects

You may want to create a company, contact and/ or project as soon as a prospect becomes your customer. You receive many incoming deals, but only few of them start doing business with you. It is much better to put them into eWay-CRM as deals and convert them to companies once they agree to become your customers.

  1. Click on Closed Won status in the workflow tab.

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  2. A new window will pop-up. Check Project (if you use the Project module), Company and Contact and click Yes.

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The company, contact and project will be created in eWay-CRM with all communication history transferred from the deal. The deal itself will stay in eWay-CRM with the status as “Closed Won“.

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