video1.0<iframe src="https://www.loom.com/embed/24ed5e77ae3b487f953d2df79f220c3e" frameborder="0" width="1810" height="1357" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13571810Loomhttps://www.loom.com13571810https://cdn.loom.com/sessions/thumbnails/24ed5e77ae3b487f953d2df79f220c3e-a45d72192c363708.gif340.395In this video, I walk you through the process of assigning quotas and rates to individuals within QuotaPath. I demonstrate how to navigate to the plans page, manage quotas, and make bulk updates using a template. It's crucial to remember that when assigning a new member to an existing plan, you must update their quotas and rates to avoid default settings. I also cover how to adjust rates and the importance of maintaining data integrity when making changes. Please ensure to save your updates and follow the guidelines for bulk uploads to streamline the process.