Get Notifications for Overdue Deals
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”:
- Go to the Administration Center in the eWay-CRM ribbon.
- Select Features, then Sales. Turn on the row Notify about expired Estimated Ends and save the change.
- Click on Notify people listed in the following groups and select the user group(s).
- 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.
- Now, all users that belong to the specified user groups will receive notifications for overdue deals with clickable links like in the example below.
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