Sample View: Quotes by Salesperson

Background

You can filter your list of quotes to view only those created by a specific salesperson. If you save the view you create, you can select it again from the Views dropdown list.

Step-by-step

  1. Go to Quotes>View Quotes and click the options button.

  2. Click the Add Filter button.

  3. Choose Quote Field as your Filter Type and select Salesperson as your Quote Field. Then select the Salesperson whose quotes you want to view. Click OK.

  4. If you want to add or remove fields from your View, click Select Fields.

  5. Once you get the View to display the way you would like, click the Save View button and give it a name if you want to use the view again.

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