Under the Kaseya BMS Setup window's Opportunities tab, you'll define the defaults for the creation of Kaseya BMS Opportunities.
There are three sections of the Opportunities tab.
Completion of Sales Opportunity from QuoteWerks
QuoteWerks provides you with the flexibility to control when a sales opportunity created by QuoteWerks in Kaseya BMS will be converted to a completed sale. The Kaseya BMS sales opportunity can be completed by QuoteWerks in the following ways:
•Automatic when converting to Order (File > Convert to Order). This is the most common selection.
•Automatic when converting to Invoice (File > Convert to Invoice)
•Never, which means QuoteWerks will never attempt to complete the Opportunity, the Opportunity will need to be manually updated within Kaseya BMS. This provides a greater level of control for sales managers or administrators who'd prefer to manually close Opportunities from within Kaseya BMS rather than have QuoteWerks close them automatically.
Default Opportunity Status
Under these settings users can select the default statuses for their Opportunity when it is created, won, and lost. The drop-down boxes will pull directly from Kaseya BMS so users can choose the correct statuses for each of their Opportunities when created and updated from QuoteWerks.
Defaults for New Opportunities
Under these settings users can select the default settings for the rating and the default type for the Opportunity. The drop-down boxes will pull directly from Kaseya BMS so users can choose the correct ratings and types for each of their Opportunities when created from QuoteWerks. If left blank, the defaults set in Kaseya BMS will be used instead.
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