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

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