Table 9. Quotes Views
View
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Description
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My Quotes
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Displays only those quotes for which you are the designated sales representative.
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My Delegated Quotes
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Displays quotes created by you and assigned to another sales representative.
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My Team's Quotes
(admin/manager)
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Displays the Quote List view, where you can view a list of quotes for your direct reports. For quotes to appear on this view, your direct or indirect report must be marked primary.
|
All Quotes
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Displays all quotes in the system, within the organization to which you belong.
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All Quotes Across Organizations
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View all quotes throughout your company. This includes quotes that do not belong to your organization.
For more information on quotes, see Applications Administration Guide.
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Line Items
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Displays the products that are part of a particular quote.
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Personal Bill To/Ship To
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Displays billing and shipping addresses for a contact associated with a particular quote.
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Terms and Totals
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Displays the terms and totals related to the particular quote.
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Vehicles
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Displays any vehicles that have been allocated to a quote.
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