Outlook CRM Background

 
When you customize workflow or create a new one, you may want the Probability field be populated with a percentage automatically while you move a deal from one stage to another.

Probability Field

For example:

    • 0% New
    • 20% Qualification
    • 50% Proposal
    • 80% Contract

You can put in probability manually, but if you want this to be populated automatically across the organization, follow the instructions below:

  1. Click Administration Center on the eWay-CRM ribbon in Outlook. Alternatively, when you are using eWay-CRM Online, click the eWay-CRM icon in the email body and click Admin Center.
  2. Administration Center

    Administration Center

     

  3. Go to the Workflow section and select the Deals module. Then, choose type of the deal where you want to set automatic filling of probability.
  4. Workflow Diagram for Deal

     

  5. Fill in probabilities for different statuses. If you go to the Proposal status, 50 % will be set in the Probability field. The Closed Won status let on the value Closed Won that represents 100 %. When you make changes, save it.
  6. Flows for Deal

     

  7. In eWay-CRM Desktop, 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

Tip
If you need assistance with customization or want us to do it for you, contact us at [email protected].

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