In this short video, we'll show you two simple methods to easily search for previous offers created by you or anyone else on your team.

First, the opportunity search option allows you to filter opportunities by date, team members, types, tasks, and rate requests. You can use the search bar to type the customer name, bringing up all related opportunities, including past quotes.

Second, the account search option involves going to the account section and typing the customer name to find their account. Clicking the price quote button will display all quotes and offers provided to that customer, accessible through the account overview.

These methods make it quick and easy to find previous quotes, ensuring efficiency and organization.

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