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Using QuotaPath on your phone

Check commissions, attainment, earnings etc on your mobile phone

Overview

You can check your commissions, attainment, and payouts from your phone. QuotaPath is mobile responsive, so it adjusts to fit your screen in any mobile browser.

There's no app to download.

This article covers how to log in on your phone and how to add a QuotaPath shortcut to your home screen so it opens with one tap, like an app.

Log in on your phone

Log in on your phone the same way you do on a computer, using your workspace's login page.

  1. Open your phone's browser.

  2. Go to your workspace login page: <workspace_name>.quotapath.com/login. If you're not sure of your workspace name, ask your workspace admin. Or, login on your computer, then copy the URL into your mobile browser.

  3. Sign in with your email and password, or tap your single sign-on option (HubSpot, Salesforce, Google, Microsoft, Okta, or Rippling).

  4. If your workspace uses two-factor authentication, enter the code sent to your phone.

Pro Tip! Bookmark the page or add a home screen shortcut (below) so you don't have to type the URL each time.

For more on logging in, see Logging in to QuotaPath.


Add a QuotaPath shortcut on iPhone

For Safari users -

Add QuotaPath to your home screen from Safari (or whatever mobile browser app you use) so it opens with one tap.

  1. Open Safari and go to your workspace login page (<workspace_name>.quotapath.com/login). Log in if prompted.

  2. Tap the Share button (the square with an arrow pointing up). On newer iOS versions, you may need to tap the ••• menu first, then Share.

  3. Scroll down and tap Add to Home Screen.

  4. Keep the name as QuotaPath or rename it, then tap Add.

The QuotaPath icon now appears on your home screen. Tap it any time to open your workspace.

For Chrome users -

  1. On your iPhone or iPad, open Chrome.

  2. Go to the website you want to create a shortcut for.

  3. To the right of the address bar, tap Share > Add to Home Screen.

  4. Edit the website details.

  5. Tap Add.

Add a QuotaPath shortcut on Android

Add QuotaPath to your home screen from Chrome so it opens with one tap.

  1. Open Chrome and go to your workspace login page (<workspace_name>.quotapath.com/login). Log in if prompted.

  2. Tap the More ⋮ menu (three dots) in the top-right corner.

  3. To the right of the address bar, tap More, then Install and create shortcut >

  4. From the dialog that appears:

    • Rename: Select the default name for the shortcut or rename the shortcut.

  5. Tap Add.

Shortcuts with Chrome logo will open in Chrome.

The QuotaPath icon now appears on your home screen. Menu wording can vary slightly by phone maker and Android version.


Tips for using QuotaPath on mobile

Mobile works best for quick check-ins. Use a computer for setup and admin work.

Best on your phone

Best on a computer

Checking earnings and attainment on Home

Building and editing plans

Reviewing recent deals

Integrations and field mapping

Flagging a deal to your manager

Running payouts and bulk exports

  • Home is designed to be mobile-friendly, so Members and Team Managers can see quick insights on the go.

  • Turn your phone sideways to see more columns on wide tables.

  • You stay logged in until your session expires, so the shortcut usually opens straight to your workspace.

FAQ

Is there a QuotaPath app in the iOS App Store or Google Play?

No. QuotaPath runs in your phone's browser. A home screen shortcut gives you the same one-tap access as an app.

My shortcut opens the login page every time.

Your session may have expired, or your browser may be clearing cookies. Log in again, and check that private or incognito browsing is off when you open the shortcut.

I don't see "Add to Home Screen" on my iPhone.

Make sure you're in Safari or other browser app like Chrome, not an in-app browser (like the one inside email or Slack). Open the link in Safari, then try again.

I can't log in on my phone.

Follow the troubleshooting steps in Logging in to QuotaPath. Still stuck? Reach out to support via the live chat from your workspace on a computer.

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