Sample View: Quotes Won
This View is helpful if you'd like to see a list of the Quotes that have been converted to Jobs in Systemize.
**Requires a subscription to Mor
aware Systemize
- Click Quotes, then Options at the top
- Click the + to the right of Filters
- Filter Type: Quote Field
- Quote Field: Quote has job
- The (cg) quote IS associated with a job (choosing "is not" will give you a list of quotes that have not been converted to jobs)
- Click Save then Apply
