View Quotes by Salesperson
You can create different views to list Quotes by Salesperson.
- Go to Quotes and click Options.
- Click +Filter.
- Chose Quote Field as your Filter Type.
- Chose Quote Salesperson as your Quote Field.
- Check the Salesperson you want listed in your View. Save. Apply.
- You can Save Your View to make it easier to come back to in the future.