How do I sort quotes by status?

There are two ways to do this.

Option A

  1. 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

    SortQuotes1 


    SortQuotes2

  2. In the upper part of the page, you will see the “filters” button, click that so that it says “show”

    Sort3

  3. Once here you will see a group of drop-down menu options that will allow you to filter your quotes by various categories. Click your desired options and the quotes will sort automatically. 

    Sort4

Option B

  1. 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

    Sort5


    Sort6


  2. Drag the column header that says “status” to the area right above the column titles (as shown here)

    Sort7

  3. Once you drag “status” to this area the “all quotes” page will be sorted by status type

       Sort8      

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