If you need to add a deal manually, you can do so from the blue 'Add deal' button that is located on 'Earnings,' 'Attainment,' or the 'Deals' page in QuotaPath.

Add a Deal name, Deal date, Deal stage, Deal owner, select which Plan/Path(s) it belongs to and then add the deal value.

With manually added deals, you can choose to lock deals so that only Admins can make edits or unlock deals.

If you have multiple deals you need added, you can use our bulk upload feature.