ConnectWise 101: Navigating Opportunities, Projects, Tickets, and Sales Orders
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ConnectWise 101: Navigating Opportunities, Projects, Tickets, and Sales Orders
Welcome to ConnectWise 101! In this video, we provide an essential introduction to the lifecycle of opportunities, quotes, and billable records within the ConnectWise ecosystem. Learn how your CPQ (Configure, Price, Quote) system integrates with ConnectWise PSA (Professional Services Automation) to streamline your sales and project management ...
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