SEARCH for a Deal

Search Capabilities

Search/Filter by: Name, customer, job or office number Date Range Accepted, Declined or Pending Tap Go to view results
Tap Advanced to apply more filter *Please note that the Show Obsolete Proposal switch is set to default OFF. When you make a change to a quote the original quote becomes obsolete. In order for the Search to return obsolete quotes you will need to turn ON this switch.

Best Practice Tip: Build a Weekly To Do List Use the Advanced Search select Deal Status Pending: 2 days : “Hot” 7 Days:  "Warm" 30 Days: “Cold” probably should be marked Declined (Lost) or obsolete if requoted.