Feature Releases & Updates from QuotaPath
Product update
Improvement

Add Plan and Path Data to Deals

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Shared by QuotaPath • July 24, 2023

We've made a couple changes to Deals. You can now add two new columns in Deals that show what Plan and Paths are driving earnings on the deal. Exports from Deals will also include Plan and Path information.

You'll also see the "Approved" column frozen to the right hand side to make it easier to approve deals as you digest the information in the columns.

To add Plan and Paths to your Deals view, go to Deals, click the edit columns icon, and select plan and path.