Overview
ConnectWise Opportunity settings control how opportunities are created and managed when using the Planner module in MSPortal. This integration allows you to:- Create opportunities directly from the Planner
- Set default values for new opportunities
- Map users to sales representatives
- Configure fallback assignments for non-ConnectWise users
Prerequisites
- ConnectWise Manage integration must be enabled
- You must have “Manage Integrations” permission
- ConnectWise API must have opportunity permissions
- At least one sales representative must exist in ConnectWise
Configuration Steps
1. Navigate to Integration Settings
Go to https://msportal.ai/settings/integrations
2. Access Opportunity Settings
Click on Opportunity Settings in the integration options.
3. Configure Default Opportunity Settings
Set the default values for opportunities created from the Planner page:
Available Settings
Opportunity Type- Project
- Service
- Product Sale
- Recurring Service
- Lead
- Qualifying
- Proposal
- Negotiation
- Closed Won
- Closed Lost
- Set the win probability percentage (0-100%)
- This affects forecasting and pipeline reports
- Default days until close (e.g., 30, 60, 90 days)
- Automatic date calculation based on creation date
- Website
- Referral
- Cold Call
- Trade Show
- Marketing Campaign
4. Configure Fallback Sales Representative
Set up a fallback sales representative for users who don’t exist in ConnectWise:
This is important when:
- MSPortal users aren’t all in ConnectWise
- External users need to create opportunities
- Temporary staff need access to the Planner
- You want a single point of initial assignment
5. Map Users to Sales Representatives
Configure how MSPortal users map to ConnectWise sales representatives:
Options include:
- Automatic Matching: Match by email address
- Manual Mapping: Explicitly map each user
- Department-Based: Assign by department
- Role-Based: Assign by user role
6. Save Configuration
Click Save Settings to apply your configuration changes.
Advanced Configuration
Pipeline Settings
Configure how opportunities flow through your sales pipeline:- Stage Automation: Automatically advance stages based on activities
- Required Fields: Set mandatory fields for each stage
- Approval Workflows: Require manager approval for certain stages
- Notification Rules: Alert team members on stage changes
Revenue Recognition
Set up how opportunity revenue is recognized:- One-Time Revenue: Single payment upon close
- Recurring Revenue: Monthly/Annual recurring amounts
- Milestone-Based: Revenue tied to project milestones
- Product Mix: Combination of products and services
Team Assignment Rules
Configure automatic team assignment based on:- Territory: Geographic or industry territories
- Product Type: Specialist assignment by product
- Deal Size: Different teams for different deal values
- Customer Type: New vs. existing customer routing
Integration with Planner Module
When properly configured, the Planner module can:- Create Opportunities: Generate new opportunities with one click
- Link Projects: Connect planned projects to opportunities
- Track Progress: Monitor opportunity stages from Planner
- Update Values: Sync financial data between systems
- Generate Proposals: Create proposals from opportunity data
Best Practices
User Mapping
- Map all active sales users to ConnectWise representatives
- Use a dedicated fallback account for unmapped users
- Regular audits of user mappings
- Document any special mapping rules
Default Values
- Set realistic default probabilities
- Use appropriate close date defaults
- Configure stages to match your sales process
- Keep opportunity types simple and clear
Data Quality
- Require minimum fields for opportunity creation
- Validate data before syncing
- Regular cleanup of stale opportunities
- Consistent naming conventions
Troubleshooting
Opportunities Not Creating
- Verify ConnectWise API has opportunity permissions
- Check fallback sales rep is configured
- Ensure opportunity type is selected
- Review error logs for specific issues
Wrong Sales Rep Assigned
- Check user mapping configuration
- Verify fallback rep settings
- Ensure ConnectWise user is active
- Review assignment rules
Missing Required Fields
- Check ConnectWise opportunity requirements
- Verify all mandatory fields are mapped
- Review field validation rules
- Ensure data types match
Sync Delays
- Check integration sync schedule
- Verify API connection is active
- Review system performance
- Check for API rate limits
Common Use Cases
Sales Team Workflow
- Sales rep creates opportunity in Planner
- System assigns to correct ConnectWise rep
- Opportunity syncs with pipeline
- Updates flow back to MSPortal
Project Planning Integration
- Project manager plans in MSPortal
- Creates opportunity for approval
- Links to ConnectWise for tracking
- Financial data stays synchronized
Multi-Department Coordination
- Technical team identifies opportunity
- Creates in Planner with details
- Assigns to appropriate sales rep
- Tracks progress across departments
Security Considerations
- API Permissions: Limit to required opportunity fields only
- User Access: Control who can create opportunities
- Data Privacy: Ensure sensitive data is protected
- Audit Trail: Enable logging for opportunity creation
Performance Tips
- Batch Creation: Group multiple opportunities when possible
- Off-Peak Sync: Schedule major syncs during quiet hours
- Field Optimization: Only sync necessary fields
- Regular Maintenance: Clean up old/closed opportunities