Sample View: Quotes By Created By Field

Do you want to filter a View to show who a Quote was Created By, not the Salesperson?

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.

1. From a Quote View, click the Customize button.
2. Click the Add Filter icon.
3. Chose Quote Field as your Filter Type.
4. Chose Created By as your Quote Field.
5. Enter the User Name to filter by, then Save.
6. Apply the Filter.