- Help Center
- Sales
- Quotes
How to Filter Customer Quote Grid?
Sequence > Left Navigation Bar > Sales > Quotes
- Follow the above-mentioned workflow to land on the Customer Quote grid.
- Click the filter icon. Doing so reveals the available filters.
- Using these filters, you can filter grid data on the basis of a specific keyword, customer, and status.
- In case you want to include only unchecked invoices, enable the Display only unchecked invoices toggle.