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.
- Click Quotes, then Options at the top
- Click the + to the right of Filters
- Filter Type: Quote Field
- Quote Field: Quote Date (This is the date the quote was last edited/ modified)
- Date: Range of Dates (Example is for Q3 2018)
- Click Save then Apply
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