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:
|
|
<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > ConnectWise Integration > Setting up the ConnectWise Integration > Configuring QuoteWerks for Use with ConnectWise > ConnectWise Setup > Opportunities Tab |
|
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:
|