Create Automated Notifications for Deals and Projects

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.

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



 

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 Groups WHERE GroupName = '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:



 
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.



 
Click Next.

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



 

4. 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.

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