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QuoteWerks Help
Version 26 (Build 2.28) 
August 11, 2026
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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