Sample View: Active Quotes
This view is helpful if you'd like to only see Quotes that are Active (not expired).
* Assumes your default view is the Standard View - instructions differ if using a custom default view.
- Click Quotes, then options at the top
- Click the + to the right of Filters
- Filter Type: Quote Field
- Quote Field: Expiration Date
- Date: click the ... and choose "On or After" and then "# of days from today"
- Leave the "0" days from today and press Save
To save this view see: Save a quote view