Sample View: Quotes By Salesperson
Do you want to see Quotes created by certain Salespeople?
Customize a Quote View with a Filter, then Save it for quick access in the future.
See Related Articles below for more on saving Views.
- From any Quote View, click the Customize button.
- Click the Add Filter icon.
- Chose Quote Field as your Filter Type.
- Chose Quote Salesperson as your Quote Field.
- Check the Salesperson(s) to be listed in the View then Save.
- Apply the Filter.
