Sample View: Quotes 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

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