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Inform the Team About New Records on Deals/Projects

If you are working on a deal or project with a team and you want to keep each team member informed when a new document, email or journal is created, eWay-CRM can send notifications to all users that are specified on the Deal or Projects cards under the Users (for deals) and Team (for projects) tab.

Deal:

Users on Deal

Project:

Users on Project

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

    2. Administration Settings

  2. Select Global Settings > Category: Deals (or Category: Projects).

    3. Global Settings for Deals and Projects

     

  3. Find the following fields:

    4. Notification Settings

     

  4. Double-click on each row (or only a selected one) and mark the check box.

    5. Notification Settings

     

  5. Wait for 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.

    6. Synchronization

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