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NSC | Estimate Expiry Date in Saved Search Highlighting

edited Aug 7, 2025 12:56PM in CRM

User is trying to add highlighting rules to a saved search for quotes based on their time to expire, but the user is having trouble locating the expiration date field in the filters dropdown under Highlighting tab.

Efficiently managing estimates and keeping track of their expiration dates is essential for any sales team. By utilizing highlighting rules based on time to expire, you can quickly identify quotes that require immediate attention and improve your overall sales process.

Here's how you can create a powerful saved search to stay on top of your quote management game.

  1. Navigate to List > Search > Saved Searches

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Michelle Jabanes | NetSuite Support Community Administrator
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