View Quotes By Salesperson

You can create different views to list Quotes by Salesperson.

view quotes by salesperson

  1. Go to Quotes and click Options.
  2. Click +Filter.
  3. Chose Quote Field as your Filter Type.
  4. Chose Quote Salesperson as your Quote Field.
  5. Check the Salesperson you want listed in your View. Save. Apply.
  6. You can Save Your View to make it easier to come back to in the future.