If you are creating a lot of deals, you can lose the overview of a large number of items. You appreciate the function that notifies you about deals that overrun their estimated end and are still unsolved. The notification is sent when the estimated end of the deal was the previous day and it was still not completed.
If the system discovers that some deals are exceeded (their estimated end was overrun), the notification is sent. The language of the notification is the same as your default language of eWay-CRM (Czech or English).
The notification has two settings in the Features Sales of Admin Center:
- Notify about expired Estimated Ends - this setting turns on and off the function
- Notify people listed in the following groups - you select the users' group that will receive the notification
The notification contains basic information for easy identification of exceeded deals. The email will look like this:
|Customer||The name of the customer that is related to the deal. The text is also a link that opens a customer's window (Company window).|
|Deal||The name of the deal that is still open. The text is also a link that opens the Deal window.|
|Owner||The user is the owner of the item.|
|Estimated end||The date when the deal should end, but is still open.|
|Price||The price of the deal is filled in the deal window.|
|Probability||The probability of the deal's success is filled in the deal window.|