This guide will help you quickly understand and navigate the settings in Fullcast. Each section corresponds to a specific settings tab in the app, it includes common tasks carried out in that section, and links to how-to documentation.
Settings | Common Tasks | Documentation |
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Plans | Set data filters for record import at the plan level. For example, if you only want to import prospect accounts into your territory plan and exclude customer accounts. Configure auto-rerun rules. For example, if you want to set a process for automatically re-running rules on unassigned nodes in a plan. Enable a plan for export. Duplicate a plan.
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Jobs | Review job status indicators and notes to troubleshoot issues. For example, if a job failed or had errors. Understand types of imports and export settings, schedule jobs, and conduct ad hoc jobs.
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Users | Add new users, configure user access levels, assign Tenant Admin status. Block or delete inactive users.
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Audit | Review activity audit logs for troubleshooting or compliance purposes. For example, you want to see who last committed changes or when someone last logged in.
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Documentation | Create metrics to track KPIs and leverage in territory balancing rules Review inputs for existing metrics. For example, if you have a metric for Number of Tier A Accounts and you want to confirm which CRM field is being used in the metric.
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Tenant Settings | Determine which fields will be available to search for people to assign coverage. For example, you could include name fields as well as a manager field to facilitate search. Configure tenant defaults for how data displays in the table/grid.
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Entities & Fields | Create or edit fields for specific entities. Configure address mappings for hierarchical data. Manage participation in account and opportunity hierarchies.
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Policies | Establish the Connected App Settings. Define Policy Tags. Configure routing rules for accounts and opportunities. Define exceptions for named accounts.
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Export-Import | | |