Here’s how to quickly navigate and manage your quotes in the Sell Convert Clean dashboard. Use these filters and tools to keep your workspace clean, organized, and actionable.

📊 Dashboard Basics

1. Dashboard defaults to show quotes from the last 30 days.

2. You can filter by:

   • Last 7 days

   • Last 30 days

   • Lifetime

👥 Viewing & Managing Leads

3. See all active leads and the type of quote submitted.

4. Click into each lead to view:

   • Full quote info

   • Items added to cart

   • Digital signature (if signed)

   • PDF copy of the quote

🛠️ Actions You Can Take

5. For each quote, you can:

   • Resend

   • Delete

6. Use filters to sort quotes by:

   • Pay Now

   • Pay As You Go

   • Quote Sent

   • Leads

Tip: Use the delete feature to keep your dashboard clean—once deleted, quotes won’t show up again.