Here are the steps in creating an Opportunity Saved Search that shows Opportunities that are linked to a Quote/Estimate that has no email communications sent.
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Opportunity.
3. Enter a Search Title.
4. In the Criteria tab > Standard subtab > use the Filters below:
- Select Quote Fields…
- A new window will pop up. In the Quote Filter dropdown list, select Internal ID (Number)
- A new window will pop up again. Select not empty
- Click Set
- In the next line, select Message Fields…
- A new window will pop up. In the Message Filter dropdown list, select Message
- A new window will pop up again. Select is empty
- Click Set
5. In the Results tab, add or remove Fields as needed.
Alternatively, we can also use other filters (from step 4 above) like "Document Status = is not Issued Estimate" instead of "Quote : Internal ID (Number) is not empty".
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