How do I save a specific filter when sorting quotes?

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.

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

3. Once you have changed the filter section to “show” you will now see a series of drop-down menus.

4. Set your filters. (Status, Location, Service, Sales Rep, Date)

5. Select Save Filter by clicking on the green button.