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
  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 has job
  5. 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)
  6. Click Save then Apply
    quote field: quote has a job