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My Quotes (including versions) Closing this Month |
Are you having trouble keeping track of your quote versions? This widget shows you all quotes, including non-primary quotes, where you are the opportunity owner and the opportunity is projected to close in the current month. The widget indicates which quote is the primary quote for its associated opportunity. Apply additional filters to use this as a saved search for your quote versions. |
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Quotes Expiring by Month |
Which quotes are expiring in the coming months? This widget shows you the count and revenue of quotes by expiration month so you know where to concentrate your efforts. |
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