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Editing a Path

How to make a change to your quota period or earnings rule by editing a Path in QuotaPath

Updated over 2 years ago

In order to edit a Path in QuotaPath, first navigate to the Plans dashboard by clicking 'Plans' on the left-hand navigation bar. Click the Plan name in order to expand the plan details to view the Paths. Then, click the pencil icon to the right of the Path name to edit that Path.

From there, you can make adjustments to any component of the Path (quota, earnings rule(s), earnings period, etc.). Please note that if you do edit a Path, these changes will apply retroactively. If you're looking to adjust individual quotas or rates, please view this article on assigning individual quotas or this article on assigning individual rates.

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