unbooked sold estimates

MonicaH82
New Contributor

Hello all! Is there a report for unbooked sold estimates? I have found a few sold estimates booked and completed without following the proper workflow. 

1 REPLY 1

bmaraica
Community Moderator
Community Moderator

Hi @MonicaH82 - yes there is, you can Click Reports  > Search Opportunity and Estimate Follow Up  > Click the report name. Then you will be able to set filters and run the report. 

You'd be able to find a detailed guide in this knowledge base article