- Navigate to Sales » Quotes » My Quotes
- The report defaults to a list of your open quotes.
- You can also view quotes that are pending, closed, or all quotes at once.
- If a column head has blue text, it means you can filter the report by that column.
- Simply click on the blue text at the top of the column.
- You can filter this list by ascending or descending dates that quotes were created on.
- You can also search by quote number, which will pull up your specific quote.
