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.

   

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.