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.

  1. Click Quotes, then options at the top
  2. Click the + to the right of Filters

    add filter to quote options

  3. Filter Type: Quote Field
  4. Quote Field: Expiration Date
  5. Date: click the ... and choose "On or After" and then "# of days from today"
  6. Leave the "0" days from today and press Save

    filter type - quote field, expiration date

To save this view see: Save a quote view

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