Related Article: How to Enable the Area and the Division feature?
When you have the FieldInsight Area and Division features enabled, and have an assigned Quote to an Area and a Division, you will then be able to filter your Quotes based on the Area and or the Division you wish to see. However, prior to filtering, you have to,
MUST KNOW ABOUT THE FIELDINSIGHT AREA AND DIVISION FEATURES BEFORE LOOKING AT HOW TO FILTER QUOTES BASED ON AN AREA AND A DIVISION
FILTER QUOTES THAT ARE ASSIGNED TO A SPECIFIC AREA AND A DIVISION
Navigate to the Sales Menu at the left navigation panel and click on it to expand.
Select Quotes submenu
From the Quotes page view, set the Division and the Area filters to where you wanted to filter the Quote results.
Click the search button
Find all Quotes that are assigned to these Area and Division that you have set the filter on.
You can change the filter if you need to see the Quotes created on a different Area and / or Division.
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