How to Resolve Flags on Deals
This article walks you through how to resolve a flag on a deal within QuotaPath.
What a Flag Is
A flag is a way for reps to notify their team manager or admin about a deal directly within QuotaPath. It enables questions, clarifications, or issues to be tracked, discussed, and documented within QuotaPath, creating a visible communication trail.
Flag Notifications
Once a rep flags a deal, the admin or manager they choose to flag will receive an email notification. The email will include who flagged the deal, which deal was flagged, and a link directing to the deal in QuotaPath.
Identifying Flagged Deals
As an admin, you can also see flagged deals on your homepage. From the homepage, click the link to see any flagged deals that are unresolved. Any unresolved flagged deal will show a red flag icon. Hover over the icon to see who flagged it, when, the reason, and the comment.
Another way to view this is by clicking the kebab menu on the deal and clicking View Flag Details to see why the deal is being flagged.
Investigating a Flagged Deal
If you need to investigate the deal, click into the deal to go to the deal details page. You will see the flag on the right. Click the kebab menu and click View Flag Details.
For example, a rep may be asking why they are earning what they are earning on the deal, claiming a particular rate is not one of their rates.
Click into the earnings details to see how the deal is earning. For example, you may see that a portion of the deal is earning at one threshold and the remainder is earning at a higher threshold rate.
Resolving the Flag
Click the three dots and select View Flag Details (from the Deals page or the deal details page).
Select an update reason, such as earnings, and enter your comment.
Choose to notify any other admins or managers.
Click Resolve with Comment.
Viewing a Resolved Flag
Once a flag has been resolved with a comment, you can see the initial flagging as well as the resolution notes. If you search for the deal, you will see that the flag is no longer red, meaning it has been resolved. You can see the updates and notes by viewing the flag details.
Admins Flagging Deals
Admins are also able to flag deals. You can flag deals to other admins, team managers, or the deal owner. This is useful if you are looking through deals and notice something that looks off — you can flag the deal so that you or another admin can address it later.
That is how you resolve flags on deals in QuotaPath.