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How do I save a specific filter when sorting quotes? / How do I keep my filters from changing?

Navigate to the “all quotes” section by selecting “all quotes” from the “quotes” tab on the menu bar on the left-side of your dashboard.
In the upper part of the page, you will see the “filters” button, click that so that it says “show.”
Once you have changed the filter section to “show” you will now see a series of drop-down menus.
Set your filters. (Status, Location, Service, Sales Rep, Date)
Select save filter by clicking on the green button.

How do I duplicate a quote?

From the left-side of the dashboard navigate to the quotes tab on the menu on the left-side of the s...
How do I sort quotes by status?

There are two ways to do this. Option A Navigate to the “all quotes” section by selectin...
How do I sort a specific column in ascending or descending order?

If you’re not already on the quotes screen navigate there by selecting the “all quotes&#...
How do I remove unnecessary columns?

If you’re not already on the quotes screen navigate there by selecting the “all quotes&#...