Tenant admins can access and update settings to customize the go-to-market (GTM) plan in Fullcast. Refer to the following table for a description of each settings tab in Fullcast, common tasks, and links to associated documentation.
Settings | Common tasks | Documentation |
|---|
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.
| |
Job Management | 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.
| |
User Management | Add new users. Configure user access levels. Assign Tenant Admin access. Block or delete inactive users.
| |
Audit Logs | 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.
| |
Metrics | Create metrics to track key performance indicators (KPIs) and use them 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.
| |
Application 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.
| |
Entities & Fields | Create or edit fields for specific entities. Configure address mappings for hierarchical data. Manage fields for use in hierarchy rules.
| |
Policies | | |
Export-Import | | |
Currencies | Enable multi-currency in Fullcast. Enable currency import from Salesforce. Add, edit, or delete active currencies.
| |