To add additional fields to your QuotaPath Workspace, select 'Settings' on the left hand navigation menu. Next, select 'Preferences.' Under the 'Company' section, you'll see 'Additional Fields,' where you can add custom additional field names that will be used throughout your Workspace.

By default, any record you pull into QuotaPath has basic information that is required. We'll need to know deal or activity name, date, owner (who is earning commission), and the amount used to calculate commission (like revenue or # of demos).

You can also add additional fields into QuotaPath to pull in and track data for visibility. You can add two additional date fields and one number field. You can customize how this appears in your Workspace by editing the field name.

In a later step, you will map this data to your CRM so that the data can be pulled into QuotaPath. But for now, here is where you set up how you want those fields to display in your Workspace.

Learn more ways to customize your Workspace preferences.