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:

Project:

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

   

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

   

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.