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

Setting opportunity update settings

See Setting opportunity update settings.

  • M3 BE integration
    • Initial load
    • Database record count
    • Standard integration
      • Enabling standard integration of specific tables
      • Disabling standard integration of specific tables
      • 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
    • Monitor HubEvent