Delete aged quote records from your quotes table
Delete aged quote records from your quotes table
Your quotes table holds estimate records older than 30 days, cluttering pipeline reviews and reports. Keep quotes clean so sales ops see only current opportunities each morning.
Overview
Stale quotes clutter your pipeline and slow reps during morning prep; a daily scheduled cleanup removes estimates older than your threshold so the team sees only active opportunities. That delivers cleaner reports and faster, more focused pipeline reviews each morning.