đ Note: This article is for QuickBooks Desktop only. QuickBooks Online doesn't have Sales Reps, so there's no Sales Rep field to filter on.
âYou can filter the Contacts List to show only the contacts and companies assigned to a particular Sales Rep. Once the filter is set up, save it as a view so you can pick it from the view dropdown next time instead of setting it up again.â
Show Sales Rep as a columnâ
Before you make a filter you may first wish to check which Sales Reps are assigned to your customers.
Click the Customers & Leads app.
On the Contacts List grid, click the columns icon
.Scroll down the dropdown or search for the Sales rep field and check it.
Your grid, will have the Sales Rep column. If it doesn't show, remember to scroll the grid to the right.
Filter the Contacts List by Sales Rep
Click the Customers & Leads app.
On the Contacts List grid, open the view dropdown and choose the contacts you want to start from (for example, all active shared contacts).
Click the filter icon above the grid, then click Add filter +.
In the search box, type
sales repand select Sales rep.
Set up the filter chip:
Comparison: choose how to compare, for example
is.Value: enter the Sales Rep you want to see. Remember that Sales Reps are referenced by their initials. For more information, check out the Sales Rep app.
The grid now shows only the contacts and companies assigned to that Sales Rep.
Save the filter as a view
With the filter applied, click Save as new view in the filter chip area.
Enter a name for the view, for example
Sales Rep â Mary. This is the name you'll see in the view dropdown.
If you want the grid to open with this view, tick the checkbox to make it the default view.
Choose whether the view is just for yourself or shared with everyone. Shared views are available to the other users on your account.
Click Save.
Use your saved view
Open the view dropdown at the top left of the grid. Your view is listed under My Views, above the Standard Views that come with the app.
âTo change the view, select it, add or remove filters, then click Save changes in the filter chip area. To rename, share, reorder or hide your views, click Manage Views in the view dropdown. For more, see Custom Filter Views.