It would be extremely helpful to filter quotes exactly like the lead tracker. I have added a custom field in lead tracker for who owns the pricing but that doesnt allow me to see it in the quotes and the team would like to filter their own list, essentially creating a pricing to do from their own name instead of having a top down or bottom up filter. We utilise the Catagory section of lead tracker and have it customised for each person.
It would be extremely helpful to filter quotes exactly like the lead tracker. I have added a custom field in lead tracker for who owns the pricing but that doesnt allow me to see it in the quotes and the team would like to filter their own list, essentially creating a pricing to do from their own name instead of having a top down or bottom up filter. We utilise the Catagory section of lead tracker and have it customised for each person.
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