1. Navigate to Lists > Search > Saved Searches > New.
2. Select Type = Opportunity.
3. Under Criteria tab > Standard subtab, set the following:
a. Document Status = is not Issued Quote/Estimate
b. Quote : Internal ID (Number) = is Empty
4. Under Results tab, add fields as required.
5. Click Save or Preview.
Monday, December 31, 2018
Search for all Opportunities without any Quote Attached
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