September 2023 Feature Enhancements

In September, QuotaPath released a number of enhancements to improve workflows for building plans, validating data, and managing users. Here’s what you’ll see:

• Improved CRM backlinking - To streamline data validation, click to a deal in your CRM to edit or view data from the 'Source link' on the Deals page or deal details
• Increased table size - We've increased the number of records that can be viewed and actioned in tables to up to 500 or 1,000 to scale approvals, payouts and more
• Duplicate plans with assignees - Now you can choose to duplicate a plan with the plan assignees and plan effective dates making plan building more efficient
• Improved user management - For simplified user management, we've removed the option to suspend users, added the ability to reactivate users, and edit plan dates for archived users