Filtering and Searching Proposals

Overview
Quickly locate specific proposals by date range, lead, status, or search terms.

Steps

1. At the top of Finance → Proposal, click Filters.

2. Select criteria:

   • Start Date / End Date

   • Lead

   • Status (Waiting / Viewed / Accepted / Declined)

3. Click Apply.

4. Use the search box to type part of a proposal number or lead name.

Tips

• Combine multiple filters (e.g. date + status) for precise results.

Troubleshooting / FAQs

• Q: My filter returns zero results.

  • A: Widen the date range or clear other filters.