Saved Search that pulls out the number of Quotes/Estimates linked for each Opportunity Record

1. Navigate to Lists > Search > Saved Searches.

2. Search Type=Transaction.

3. Under the Criteria tab > Standard subtab set the following:

    a. Filter=Type; Description=is Opportunity.

    b. Filter= Formula (Text); Description=contains Estimate or contains Quote; Formula={applyingtransaction}.

4. Click the Results tab and include the following Fields.

    a. Field=Document Number; Summary=Group.

    b. Field=Applying Transaction; Summary=Count.

5. Click Preview then Save.