How to Inform the Team About New Records on Deals/Projects

How to Start Using eWay-CRM » Reports and Notifications » How to Inform the Team About New Records on Deals/Projects

If you are working on a deal or project with a team and you want to keep each team member informed when a new document, email or journal is created, eWay-CRM can send notifications to all users that are specified on the Deal or Projects cards under the Users (for deals) and Team (for projects) tab.

Deal:

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Project:

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

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  2. Select Global Settings > Category: Deals (or Category: Projects).

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  3. Find the following fields:

  4. Double-click on each row (or only a selected one) and put “1” in the field.

  5. 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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Do you have questions? Our consultants have answers.

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