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This feature is available in module Sales (Professional).

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

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

  3. Select Features, then Sales. Turn on the row Notify about expired Estimated Ends and save the change.
  4. Overdue Settings

  5. Click on Notify people listed in the following groups and select the user group(s).
  6. Overdue Settings

  7. 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.
  8. Synchronization

     

  9. Now, all users that belong to the specified user groups will receive notifications for overdue deals with clickable links like in the example below.
  10. Overdue Notification

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Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table