Example View - Quotes you've made in the last 7 days
Video
Step-by-step
Select Quote>View Quotes menu * Assumes your default view is the Standard View (instructions differ if using a custom default view).
Click Options... button
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
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).
Did this answer your question?Thanks for the feedbackThere was a problem submitting your feedback. Please try again later.
