Associating a Quota Convention with a Plan

To associate a quota convention with a plan:
  1. Create a quota convention. See Creating a Quota Convention.
  2. Create a plan or open an existing plan for modification. See Creating a Plan and Modifying a Plan.
  3. In the Quota Convention field, select the name of the quota convention you want to associate with the plan.
  4. Click Save to save your changes.
The quota convention is associated with a plan.