Using the Quotas List View

The List view displays the quotas you can access. You can use groups and lookups to filter the list of records that are displayed.

Note:

The security access determines the tasks that you can perform. Contact the administrator for modifying access rights.
To access the Quotas List view, click Quotas on the navigation bar.

On this page you can:

Add to Group
See Adding Ad Hoc Group Records.
Remove from Group
See Removing Ad hoc Records.
Save Records as a Group
See Adding an Ad Hoc Group.
Click the description to access the Quota Detail view.
Manage groups
See Using the Groups List.
View a group
See What are Groups?.
Promote to Dashboard
See Promoting a Group to the Dashboard.
Export Records
See Exporting Records to a File.
Use the Lookup to search records
See Using Lookup.
Click Refresh, to refresh the information.