Default Workflow Settings: Deals - Prospect

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 Prospect 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: Suspect → Qualification → Prospect → Customer / Closed Lost

The example of workflows look like this:

<initial> Suspect
Suspect Qualification
Suspect Closed Lost
Qualification Suspect Just admin
Qualification Prospect
Qualification Closed Lost
Prospect Qualification Just admin
Prospect Customer
Prospect Closed Lost
Closed Lost Suspect Just admin