Search
To quickest way to find a proposal is to search for it.
The search bar accepts:
Customer Name
Customer Phone Number
Consultation Code
💡 Cannot find a quote? Check the Office Consultations Archived list.
Filter
To build out a larger list of consultations you can use filters.
Admins can filter by:
Consultants
Status
Dates
Consultants can filter by:
Status
Dates
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