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Default Workflow Settings: Deals - Opportunity

The summary of all workflow statuses is listed in the table below. There are also all the combinations of transitions which are defined in the default system settings for the Opportunity type of the Deals module. More information about workflows in eWay-CRM can be found in the article Work With Item Window.

In the first column of the table is name of initial status and in the second column is final status. The combination of initial and final status determines possible ways in which the workflow can be navigated and the entire project can be led. The <initial> is used for an item after its creation and before the item is saved for the first time.

In the third column of the table you can find restrictions in the form of the names of groups which have permission to transition – generally it will be the transition to the last status (return to workflow), to which only the administrator has permission. If the permission for transition is set to all users, the cell will be empty.

Actions defined for this transition can be found in the fourth column. For example it could be the creation of a task which is related to a given project. You can control whether the specific fields are filled.

Deals will usually go through these statuses: New → Qualification → Proposal → Closed Won / Closed Lost

The example of workflows look like this:

<initial> New
<initial> Qualification
<initial> Proposal Task from the item owner for the item owner, request for sending an Offer (deadline 1 day)
New Qualification
New Proposal Task from the item owner for the item owner, request for sending an Offer (deadline 1 day)
New Closed Lost Est. Close Date is automatically filled by the current date.
Qualification New Just admin
Qualification Proposal Task from owner of the item for owner of the item, request for sending an Offer (deadline 1 day)
Qualification Closed Lost Est. Close Date is automatically filled by the current date.
Proposal Qualification Just admin
Proposal Closed Won

Email to the director that the contract was signed (there will be links to the deal, to the Project and to the Sales manager in the body of the text)

Est. Close Date is automatically filled by the current date.

Proposal Closed Lost Est. Close Date is automatically filled by the current date.