Sample View: Quote Edit Log

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