Opportunities Tab

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

•General Tab

•Default Item Type

•Forecast lines Tab

•Shipping Tab

•Addresses Tab

 

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

•Settings Tab

•Products Tab