Viewing Quotes Created in the Last 7 Days

Example View - Quotes you've made in the last 7 days

Video

Step-by-step

1. Select Quote>View Quotes menu 
   * Assumes your default view is the Standard View (instructions differ if using a custom default view).
2. Click Options... button
3. Click on Add Filter...
   • Select Filter Type (CG) Quote Field
   • Select either:
     • Created Date for date Quote was created
     • Quote Date for date Quote was last modified
   • Set date = any, after =  7  day(s) ago
   • Click OK

   

4. To save the newly created View, click Save View... button, enter a name and specify if the View should be available to everyone (Shared) or just you (My View).