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Export Deals

How to export deals in QuotaPath

Updated over a year ago

In QuotaPath, you may want to export deal data from the Deals page to audit deal amounts or earnings. This can be done easily on the Deals page.

Locate the blue 'Add deal' button and use the down arrow to select 'Export to CSV.'

If you've used the filters to select a set of data, that will stick when you choose to export.

If you want to export data on payouts, this can be done on the Payouts page.

Please note the ability to export is an Admin level permission.

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