How to Resolve Your Team's Flagged Deals
This article walks you through how, as a team manager in QuotaPath, you can resolve your team’s flags or flag deals yourself.
Notifications and Identifying Flagged Deals
If you are a team manager and a member has flagged a deal, you will get an email notification from QuotaPath. In addition, if you are on the Deals page and viewing your team’s deals, you will see an icon on any flagged deals.
If the icon is red, it means that the flag on that deal has not been resolved. If you hover over it, you will see the details, including who flagged it, why, and what the comment was about.
Resolving a Flag
Click the three dots on the deal and click View flag details.
Review the details and add a comment.
Click Resolve flag.
You can do this from the Deals page, or click into the deal itself and resolve the flag the same way.
Filtering for Flagged Deals
Another way to find any flags related to deals is from the search. There are a couple of options:
Has Flag – shows any deals that have had a flag, whether they are open or closed.
Has Open Flag – shows only open flags.
For example, type Has:flag and hit Enter, and you will see any flagged deals related to your team.
If a flag has been resolved, you can hover over it to view the details. If you click into View flag details, you can see when it was initially flagged as well as when it was resolved and what the resolution looked like.
Flagging a Deal
If you ever need to flag a deal, you can do that as well:
Click into the deal itself, or use the same path on the Deals page.
Click Flag deal, select a reason, and add a note.
Select who you want to notify and add a comment.
That is how you flag deals in QuotaPath as well as resolve flagged deals.