Guidelines on how to search for a quote using the description or notes added to it by exporting data to Excel.
To search for a quote through the description, follow these steps:
- Go to Sales > Quotes.
- Click Export to export quotes data to an Excel file.
- In the Excel file, you will find the Description field added to each quote as well as notes.
- Use the Filter or Search feature in Excel to find the required description.
Additional Notes:
- You can customize the filter in Excel to quickly access the desired quote.
