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Sorting Consultations by Date

How to see the most recent or oldest accepted, presented, or lost proposals

Customer_Success avatar
Written by Customer_Success
Updated over a week ago

Sometimes you might want to see the most recent consultations that were presented. To do that, you need to change the date column to Presented.

How does it work?

  1. Select the filter Status

  2. Select the Date in the View by Date filter

  3. Select the Range (optional)

  4. The proposal column will now show the date you selected in View by Date

  5. Click on that date to sort displayed results

Let's have a look at an example:
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I want to see what we Presented in the last 30 days.

First, I select the Presented Status.

Then, View by Presented Date and Range as last 30 days.

I see the results build below.

The proposal column reserved for dates shows the Presented Date.

By default, the most recent dates show on top, but I would like to see the oldest ones.

To do that, I simply click on the Presented date sort in the reversed order.

Here is how it would look:

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