Configuring the CPQ My Recent Quotes widget

  1. From the CPQMy Recent Quotes widget, click More > Configure.
  2. Specify this information:
    Customer
    Select one or more customer names from the list. You can specify up to ten customers in this field.
    Status
    Select one or more status types from for the list.
    Sort By
    Select a sorting option from the list.
    Sort Order
    Specify Ascending or Descending as the sort order.
  3. Click Save.