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QuoteWerks Help
Version 25 (Build 1.17) 
January 16, 2025
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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 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