Sample View: Quote By Salesperson

This view is helpful if you'd like to see a list of quotes created by a specific salesperson.

  1. Click Quotes, then options at the top
  2. Click the + to the right of Filters

    add filter to quote options

  3. Filter Type: Quote Field
  4. Quote Field: Quote Salesperson
  5. "is": choose Salesperson you'd like to see quotes for
  6. Click Save and then Apply

    filter by salesperson

To save this view see: Save a quote view

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us