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
- Go to Quotes>View Quotes and click the options button.
- Click the Add Filter button.
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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.
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If you want to add or remove fields from your View, click Select Fields.
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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.
