Sample View: Quotes sorted by Email Viewed Date

Sometimes, it may be helpful to see which emailed quotes have actually been viewed by your customers. 

  1. If you're not already showing the Email Viewed Date, you can add it to the view

    adding email view dates to quote views

  2. Click Options
  3. Click the + by Display Fields
  4. On the left, under Quote, click Email Viewed Date
  5. Click Save, then Apply
  6. Now you can sort the Email Viewed date by clicking on the column header. To sort in the opposite direction, click it again.
    Email Viewed date by clicking on the column header
  7. To save this view see: Save a quote view

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us