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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.

Deal:

Users on Deal

Project:

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.

Do not hesitate to contact us.