Create a saved search that shows the list of Opportunities that have Quotes and show the Total Amount of those Quotes.
2. Click Opportunity.
3. Under the Criteria tab > Standard sub tab > add the filter below:
To create the saved search:
1. Navigate to Lists > Search > Saved Searches > New.2. Click Opportunity.
3. Under the Criteria tab > Standard sub tab > add the filter below:
|
Filter
|
Description
|
| Estimate : Internal ID (Number) | is not none |
4. Under the Results tab > Columns sub tab > add the following fields:
|
Field
|
Summary Type
|
| Document Number | Group |
| Estimate : Amount (Debit) |
5. Click Preview.