How to Get Notifications for Overdue Deals

How to Start Using eWay-CRM » Reports and Notifications » How to Get Notifications for Overdue Deals

To receive notifications about deals that have not been either converted or closed and have a passed “Estimated End”:

  1. Go to the Administration settings in the eWay-CRM ribbon.

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  2. Select Global settings > Category: Deals. Double-click on the row “Notify about expired lead deadlines” and set “1” in the field.

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  3. Double click on the row “Name of the group reminded due to expired leads” and type in the user group.

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  4. Wait 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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  5. Now, all users that belong to the specified user groups will receive notifications for overdue deals with clickable links like in the example below.

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