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Administration Center
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6. Old Administration Settings
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6.7 Global Settings
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6.7.6 Category: Deals
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6.7.6 Category: Deals
Title
Type
Calculate Revenue on Deals From Bookkeeping Records
Page
Convert Deal to Project by Default
Page
Deal Completed Status Name
Page
Deal Lost Status Name
Page
Deals Address Source
Page
Disable Filter for Completed Deals
Page
Expose Deals Into Mobile Device Contacts (Android Only)
Page
Name of File Created While Exporting Item to Microsoft Word
Page
Name of Group Reminded Due to Expired Deals
Page
Notify About Expired Deal Deadlines
Page
Notify All Deal Members About Assigned Document / Email / Journal
Page
Type of Customer Address Which Will Be Used on Deal
Page
deals_address_01.png
Image
name_group_expired_01.png
Image
deal_complete_name_01.png
Image
deal_lost_name_01.png
Image
deal_complete_name_02.png
Image
copy_of_deal_lost_name_01.png
Image
type_customer_02.png
Image
notify_deals_02.png
Image
notify_expired_deals_02.png
Image
disable_filter_02.png
Image
convert_default_02.png
Image
calculate_revenue_02.png
Image
name_deal_word.png
Image
expose_deals.png
Image
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Introduction
Installation
eWay-CRM® Outlook
eWay-CRM® Web
eWay-CRM® Mobile
Administration Center
Administration Center Introduction
1. Users
2. Groups
3. Customizations
4. Billing
5. Updates
6. Old Administration Settings
6.1 Users
6.2 Groups
6.3 Module Permissions
6.4 Column Permissions
6.5 Updates
6.6 Features
6.7 Global Settings
Global Settings List
6.7.1 Category: Bookkeeping
6.7.2 Category: Calendar
6.7.3 Category: Companies
6.7.4 Category: Company Details
6.7.5 Category: Contacts
6.7.6 Category: Deals
Calculate Revenue on Deals From Bookkeeping Records
Convert Deal to Project by Default
Deal Completed Status Name
Deal Lost Status Name
Deals Address Source
Disable Filter for Completed Deals
Expose Deals Into Mobile Device Contacts (Android Only)
Name of File Created While Exporting Item to Microsoft Word
Name of Group Reminded Due to Expired Deals
Notify About Expired Deal Deadlines
Notify All Deal Members About Assigned Document / Email / Journal
Type of Customer Address Which Will Be Used on Deal
6.7.7 Category: Documents
6.7.8 Category: Emails
6.7.9 Category: Goals
6.7.10 Category: Journal
6.7.11 Category: Leaves
6.7.12 Category: Mailings
6.7.13 Category: Main
6.7.14 Category: Marketing
6.7.15 Category: Others
6.7.16 Category: Pohoda
6.7.17 Category: Products
6.7.18 Category: Projects
6.7.19 Category: Security
6.7.20 Category: Tasks
6.7.21 Category: Time Sheets
6.7.22 Category: Users
6.8 Purchase
6.9 Logs
6.10 Custom Fields
6.11 Drop Down Menus
6.12 Workflow Diagrams
6.13 Reports
6.14 Marketing List Sources
6.15 Other Settings
Add-ins