Source
Pipeline & forecasting — found from sitemap — eWay-CRM
Checked for eWay-CRM on 1 Oct 2026
- Page
- https://kb.eway-crm.com/en/documentation/3-eway-crm-r-outlook/4-modules/leads/default-workflow-settings-leads-opportunity
- Checked
- 1 Oct 2026, 09:14 UTC
- How we may use it
- Public page, crawling permitted
Technical details
- type
- page
- http status
- 200
- content hash
- sha256:e2b5ed7810302b4d0dc5c9da74f0e0e0813c52e58fa67ce6b50ce658e3c61947
- permission
- robots_ok
- screenshot
- Screenshot on file (internal exhibit, not published)
Cited by
Facts read from this source
-
Opportunity default workflow Report an error
“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.”
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Opportunity pipeline statuses Report an error
“Deals will usually go through these statuses: New → Qualification → Proposal → Closed Won / Closed Lost”
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Workflow transition permissions Report an error
“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.”
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Workflow transition actions Report an error
“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.”
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Proposal won action Report an error
“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.”
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Closed lost action Report an error
“New Closed Lost Est. Close Date is automatically filled by the current date.”
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Proposal task action Report an error
“Proposal Task from the item owner for the item owner, request for sending an Offer (deadline 1 day)”
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Admin only backtransitions Report an error
“Qualification New Just admin”