Please enable JavaScript to view this site.

QuoteWerks Help
Version 25 (Build 1) 
November 22, 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