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Set the “Enable B2B Quote Synchronization” option to “Yes“
Select “Default Owner”
Set “Default Opportunity Status” to “Need Analysis“
Do not select statuses in the “Opportunity Stage Filter” list
Set “Minimum Search Length” to “4”
Set the “Enable Contact Roles” option to “No“
Select all Statuses in the “Create Opportunity Items for the status” list
Set “Sync all Quotes“ to “Yes“
Click the Save Config button
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