How to Customize a Default Workflow

How to Start Using eWay-CRM » Administration / Customization » How to Customize a Default Workflow

Contents

  1. How to Rename or Hide Statuses
  2. How to Add a Status

Workflow represents a set of steps everybody needs to follow in order to close a sales opportunity or finish a project. It corresponds to a company’s standard internal processes and allows users to automate them to ensure that everyone follows the same steps. Workflow can automatically generate tasks, send email notifications, check for mandatory fields or make sure all proper documents are attached. In eWay-CRM, you can set up your own workflows in Leads, Projects, Documents, Marketing, Carts, Work Reports, Absence and Bonuses.

The workflow panel is displayed at the top of a dialog box.

how_workflow_01

The different colors give different meaning to individual statuses:

how_workflow_02 Blue background: the current status of the item.
how_workflow_03 Green background: available statuses you can click on.
how_workflow_04 Grey background: not active.
how_workflow_05 White background: the new status you clicked on before saving.

eWay-CRM comes with some predefined workflows, but you may want to adjust a workflow to your own needs. To do that, go to the Administration Settings in the eWay-CRM ribbon.

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How to Rename or Hide Statuses

  1. Click Workflow diagrams > Lead-Opportunity.

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  2. Click Modify list of statuses in the top left corner of the window.

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  3. In the new window change a name (names) of a status (statuses) in the column “en” (which stands for English) and click Finish.

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  4. Or, if you need fewer statuses and want to hide an unnecessary status (statuses), you can define which statuses are visible in the column Visible.

    how_edit_workflow_05

How to Add a Status

  1. Go to the Modify list of statuses window as described above, and type the name of a new status in the FileAs  Then press TABor the down arrow button on your keyboard.

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  2. You can move the status up and down using buttons on the left side of the item window. Click Finish.

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  3. Now, you need to link the new status with other statuses in the workflow. Click the New flow from existing statuses button in the top left corner.

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  4. A new window will appear with two fields: a parent status (a status you are moving from) and a child status (status you are moving to). You will find the new status in the second field as a child status.

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  5. You need to link the new status with each parent status from the 1st field. To do that, click Next> and Next> on the next step.
    Select the group of users that will be able to change statuses or click Check All to enable it for all users.

    how_edit_workflow_10

    Click Next>, Next> on the next step and Finish.

  6. Now, click the New flow from existing statuses button again, select the next parent status in the list and go through the wizard again. Do the same for each parent status.
    The new status will also act as a parent status for other statuses. Link it with each child status you see in the drop-down menu.

    how_edit_workflow_11

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

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  8. Now, if you open a lead, you will see the new status in the workflow.

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