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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.


Users on Deal


Users on Project

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

  3. Select Global Settings > Category: Deals (or Category: Projects).
  4. Global Settings for Deals and Projects


  5. Find the following fields:
  6. Notification Settings


  7. Double-click on each row (or only a selected one) and mark the check box.
  8. Notification Settings


  9. 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.
  10. Synchronization

Do you have questions? Our consultants have answers.

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