How to Set up Automated Emails in Leads / Projects

eWay-CRM Workflow Can Save Your Time with Auto-Generated Emails

How to Start Using eWay-CRM » Administration / Customization » How to Set up Automated Emails in Leads / Projects

When you create a new workflow, you may want to send a notification to a Manager or a specific group of users to inform them about a new status of a lead/project.

Notifications can be triggered while you move a lead/project from one status to another.

In the workflow diagram wizard, you will see a window for creating actions. Click Add action.

how_automated_notification_01

  1. Select SendEmail from a drop-down menu and hit Next.

    how_automated_notification_02

  2. Fill in the fields following the instruction below:

If you want a notification to be send to a group of users, fill in the field Recipient groups with the command  SQL#select itemid from users where username = ‘User Group’, where User Group is a particular group of eWay-CRM users.

If you want a notification to be send to a particular user, fill in the field Recipient users with the command  SQL#select itemid from users where username = ‘User Name’, where User Name is a particular user.

Subject: $CURRENT_ITEM[FileAs]: Lead Converted to Project

Body: New Project has been created.

For example:

how_automated_notification_03

If you are creating a series of notifications, you may want to import and export a template using the button Template at the bottom of the window.

how_automated_notification_04

Click Next.

  1. You can review the task on the next step. Click Finish.

    how_automated_notification_05

  2. Wait for 30 sec for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.

    how_admin

Now, you will receive a notification like an example below.

how_automated_notification_06

Do you have questions? Our consultants have answers.

Please leave this field empty.