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How to Create Automated Notifications for Deals and Projects

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

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 deal/project.

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

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

Add Action

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

    Select Send Email Action

  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]: Deal converted to Project

Body: New Project has been created.

For example:

Example of Send Email Action

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.

Import or Export Action

Click Next.

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

    Summary of Send Email Action

  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.

    eWay-CRM Synchronization

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

Deal Converted to Project Notification

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.