Importing Quotas and Targets

1. Go to Plans > Edit Plan > Define Quota > select the plan from the drop-down menu you would like to update
2. On the left side of the screen click "Import Quotas"

   NOTE: The "Import Quotas" button is also located under "Action" > click "Save/Edit" > click "Import Quotas"

3. In the pop-up window select the plan year, plan, and quota frequency > click "Next Step"
4. Click "Export Template" or if you already have the template ready click "3. Import Quotas"

   NOTE: The file needs to be based on the template and saved as a CSV file.

5. Click "Browse" > select your CSV file from your computer > click "Import Template"