Filtering quotes in Parade is an essential tool for carrier sales, helping you quickly find the most relevant quotes for your loads. By using a variety of filter options, you can narrow down your search to focus on quotes that meet your specific criteria, making your workflow more efficient and effective.
How to Filter Your Quotes
1. Access the Quotes Page
Navigate to the Quotes page in Parade by selecting the "Quotes" tab from the navigation bar.
2. Locate the Filters Panel
On the left side of the Quotes page, you will see the Filters panel. This panel contains various filtering options to help you refine your search.
3. Apply Filters
You can apply filters based on different criteria:
Quote Details:
Status: Select the status of quotes you want to view (e.g., Show All, Open, Accepted, Countered, Declined, Failed Carrier Verification, Expired).
Sent to me: Toggle this switch to view quotes sent to you.
Date:
Set the start and end dates to filter quotes within a specific time frame.
Equipment:
Click on "Add" to select equipment types relevant to your needs.
Load Details:
Branch Name: Filter by specific branch names.
Revenue Code: Filter by revenue codes.
Customer ID: Add customer IDs to view quotes related to specific customers.
Customer Name: Filter quotes by customer names.
Load Owner: Filter by load owners.
4. Use as Many Filters as Needed
You can use as many options within each of the filter categories, so you refine your search as much as necessary.
5. Clear Filters
If you need to start over or clear all applied filters, simply click the "CLEAR" button at the top of the Filters panel.
By using these filters, you can quickly narrow down your quotes to find the most relevant ones, saving you time and helping you make more informed decisions.