QuotaPath

Learn how Admins can add new users & set the user's role

How to Add New Users

Learn how an Admin can assign a user to their plan

How to Assign a User to Their Plan

Learn how Admins can assign Quotas & Rates

How to Assign Quotas & Rates

How to Build Teams

Learn how Admins can view and audit Earnings & Attainment

How to view Earnings & Attainment

How to Approve Deals

Learn how Admins can override deal values

How to Override Deal Values

How to Override Earnings

Learn how Admins can resolve discrepancies in earnings on deals

How to Resolve Discrepancies

Learn how Admins can resolve Flags on Deals

How to Resolve Flags on Deals

Learn how Admins can schedule payouts in QuotaPath

How to Schedule Payouts

Learn how Admins can resolve Clawbacks or Overpaid Payouts

How to Resolve Clawbacks

Learn how Admins can export Payouts for payment

How to Export Payouts

Learn how Admins can recognize Expenses in Ledger for ASC 606

How to Recognize Expenses for ASC 606

Learn how Admins can archive plans no longer in use

How to Archive Plans

How to Deactivate a User

Our improved filter interface lets you view and manage filters more easily while enhancing performance and eliminating filter resets

New Page Filtering Experience

Admin Workflows

Find answers and get help from Intercom Support and Community Experts

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