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.
- If you're not already showing the Email Viewed Date, you can add it to the view
- Click Options
- Click the + by Display Fields
- On the left, under Quote, click Email Viewed Date
- Click Save, then Apply
- Now you can sort the Email Viewed date by clicking on the column header. To sort in the opposite direction, click it again.
- To save this view see: Save a quote view