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Discussions QuoteWerks Desktop Contact Management (CRM/PSA)

Feature request - Simply get your ConnectWise opportunity close to work the same way as ConnectWise

Totals are not being passed over correctly for lost opportunities if we lose the opportunity in QW.  They give credit for "expected revenue" in ConnectWise, even though the opportunity is "Lost".  If you lose the opportunity in CW, no credit is given for expected revenue, which is exactly how it should work.

1 Comment

Greg, 


Thanks for posting. I took a quick look at the behavior when an opportunity is converted as a lost sale in QuoteWerks. It appears the revenue field does persist when the opportunity is set to a lost status in ConnectWise. I'd like to have our support team work with you to make sure we understand your intended functionality and get it right in our presentation to the development team. If you have a ticket open, please reply to it and let the assigned technician know we connected so we can review together. If not, please submit a ticket and include a link to this post. We will work together to get this on the development team's radar. 


Best Regards,


Josh

QuoteWerks Training Evangelist

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