ConnectWise Manage CRM Integration is critical in order to a support healthy and accurate pipeline.
Once you have configured the CW Manage Integration, which you can find more details about here: ConnectWise Manage Configuration there are a couple of key CRM functions that are now supported.
Opportunity Forecast Update
Convert to Sales Order
Opportunity Forecast Update
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Associate a CRM Opportunity to your ScopeStack project using the Opportunity dropdown
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As your deal transitions through multiple states within ScopeStack, the forecast on the associated CW Manage Opportunity will automatically update!
![](https://support.scopestack.io/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio415620496350d7b9498012b462609da66image.png)
Here are the stages of ScopeStack Progression:
![](https://support.scopestack.io/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio415621692b93317672abb7cb15c9cbabeimage.png)
The CW Manage forecast will be updated by adding a line for each Product, Professional Service, and Managed Service Total.
![](https://support.scopestack.io/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio415622721d47e0482592e2a6962d54222image.png)
3. If you prefer to update the Opportunity Forecast manually after the project has been approved, you may do so, by clicking the "Update CRM" button. Again, this button only appears once a project has been completely approved.
![](https://support.scopestack.io/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio4156243310e016ccb8e81e5a9ebf0468eimage.png)
Convert to Sales Order
Once a project has been approved, you will now be able to Convert a ScopeStack to a ConnectWise Sales Order
![](https://support.scopestack.io/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio415629769032d5f18412fdee78f363f19image.png)
Create PSA Project
By creating a project in ConnectWise Manage from ScopeStack, you will get all of the appropriate work-breakdown activities that align with the services you built inside of ScopeStack.
This is a great way to align your project management team with the presales team.
![](https://support.scopestack.io/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio416413873c9ca0e0db80b1e9e5fbd3fbeimage.png)