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QuoteWerks Help
Version 25 (Build 1.17) 
January 16, 2025
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The Required Fields tab allows you to configure opportunity related fields to be required at time of opportunity creation/update. With required fields selected users will not be able to complete opportunity creation/updates until the respective fields have been entered.

 

See the following topics for information about the other sub-tabs under the ConnectWise Setup window's Opportunities tab:

General Tab

Default Item Type Tab

Forecast lines Tab

Shipping Tab

Addresses Tab

QuoteValet Tab