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Deleting a Plan

How to delete a Plan in QuotaPath

Updated over 2 years ago

To delete a Plan in QuotaPath, navigate to the 'Plans' dashboard in the left-hand navigation. To delete a Basic Plan, go to the 'My Plans' tab. To delete an Official Plan, go to the 'Admin' tab. Note that only Admins will be able to delete Official Plans. Go to the Plan you'd like to delete, and select the three dot menu to the right of the Plan name. In the menu, select 'Delete'.

Before deleting a Plan, please note it is not recommended to delete a Plan in which the plan assignees have active or historical earnings and payouts. If this plan is no longer active, please see this article on how to archive a plan instead. If you are looking to un-assign a member from a plan, please see this article.

If you receive an error when trying to delete a Plan, it may be because there are deals that have been manually added into QuotaPath under a member assigned to that Plan. If so, please see this article on how to delete a Deal.

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