Home
  1. M3 BE integration
  2. Setting up quotations
  3. Configuring rental quotation settings
  4. Setting opportunity update settings

Setting opportunity update settings

See Setting opportunity update settings.

  • M3 BE integration
    • Initial load
    • Database record count
    • Getting new and updated data from M3
    • Sending updated M3 data from M3 CLM
    • Template customers
    • Setting up quotations
      • Setting activity type for any quotation
      • Configuring standard quotation settings
      • Getting the GRID URL
      • Configuring equipment quotation settings
      • Configuring after sales quotation settings
      • Configuring rental quotation settings
        • Setting default values for rental quotation
        • Setting opportunity update settings
      • Configuring MCO quotation settings
      • Viewing quotation