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Opportunities Tab

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Under the ConnectWise Setup window's Opportunities tab, you'll define the defaults for the creation of ConnectWise Opportunities.

There are three tabs, which are outlined in the sub-topics below:

●General Tab

●Forecast lines Tab

●Shipping Tab

 

Note:See the following topics for information about the other tabs on the ConnectWise Setup window:

●Settings Tab

●Products Tab

 

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