This guide is designed to help you quickly understand and use the territory carving functionality in Fullcast. Each section corresponds to a specific feature set, includes relevant tasks, and links to how-to documentation.
1. Refresher on Navigating a Territory Plan
Viewing the segmentation structure and clicking through territories. Finding accounts and viewing relevant fields
2. General Creating and Managing Territories
Deciding which rule to use and understanding the options in the rule configuration
3. Map Rules
Using the various functionality of the map to carve geographic segments or territories.
4. Bucket Rules
Creating segments using field-based rules. A common application of a Bucket Rule is to create Enterprise, Mid-Market, and SMB using a combination of Employee Count and Annual Revenue fields.
5. SmartPlan
Using SmartPlan to automate balanced territories. A common application of SmartPlan is to carve rep-level patches in a specific region or segment.
6. Moves, Adds, Changes
Iterating during planning periods, moving accounts, rerunning rules, propose vs commit.