Example View - Quotes edited in a specific date range
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 Add Filter... button
Select Filter Type (CG) Quote Field
Select Quote Date (date the Quote was last edited/modified)
Set date = any, after = start date, before = end date (example is for Q3 2014)
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).
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