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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

The ConnectWise Setup defines defaults for ConnectWise opportunities and for the linked product data source.

Click on the [ConnectWise Setup] button to begin setup.


ConnectWise Setup Window

The screen shot below shows the ConnectWise Setup window.


To learn more about the setup tabs presented to you on the ConnectWise Setup window, see:

Settings Tab

Opportunities Tab

Products Tab