You can use filters to view proposals that match specific dates:

After selecting a View by Date filter, choose a Date Range and click 'APPLY'. The results that match that request will show up in the Consultations List below.

You can clear the date picker or select a different range.

Here are the dates available for each status:

If you are selecting more than one status at a time, the View by Date filter will only show the data that those statuses have in common.

For example, if you want to see Lost and Accepted in one filter, the View by Date will be Created and Presented Date.

Admins can choose who the proposals are 'Assigned to' to see more granular results.

Every time you view the navigator after logging in or clicking Clear Filters, you will see the list of all your company-wide consultations regardless of their current status created since the beginning of the program.

Read Next: