Sample View: Quotes modified during a time period

This view is helpful if you'd like to see quotes that were modified or edited during a specific time period.

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

    add filter

  3. Filter Type: Quote Field
  4. Quote Field: Quote Date (This is the date the quote was last edited/ modified)
  5. Date: Range of Dates (Example is for Q3 2018)
  6. Click Save then Apply
    quote date
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