Product Walkthrough Videos
Access video walkthroughs for common user workflows
30 articles
- Adding New Users to your QuotaPath workspace
- Admin Checklist: Onboarding a New User
- How to Assign a User to Their Plan
- How to Assign and Manage Quotas & Rates
- How to Build Teams
- How to view Earnings & Attainment
- How to Approve Deals
- How to Override Deal Values
- How to Override Earnings
- How to Resolve Discrepancies
- How to Resolve Flags on Deals
- How to Schedule Payouts
- How to Resolve Clawbacks
- How to Export Payouts
- How to Recognize Expenses for ASC 606
- How to Archive Plans
- How to Deactivate a User
- New Page Filtering Experience
- Admin Checklist: Off-boarding a User
- How to Edit Payouts