Sample View: Quotes Created In The Past Week

Would you like to create a Quote View showing Quotes created during a specific time period? The steps below show how to create a Quote View displaying Quotes created in the past 7 days. Adjust the number of days to fit your needs.

After creating the Quote View, be sure to Save the View for quick access in the future.

1. Go to Quotes > click the Customize button.
2. Click the Add icon across from Filter > select Quote Field.
3. Select Created Date for the Quote Field.
4. Click the Change icon next to Date (three dots) > select On or After # of days ago.
5. Enter 7 for the number of days ago > Save > Apply.