Viewing Quotes Created in the Last 7 Days
In this article
Example View - Quotes you've made in the last 7 days
- 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).