Sample View: Quotes By Salesperson

Do you want to see Quotes created by certain Salespeople?

Customize a Quote View with a Filter, then Save it for quick access in the future.


  1. From any Quote View, click the Customize button.
  2. Click the Add Filter icon.
  3. Chose Quote Field as your Filter Type.
  4. Chose Quote Salesperson as your Quote Field.
  5. Check the Salesperson(s) to be listed in the View then Save.
  6. Apply the Filter.