Tenant admins can access and update settings to customize the 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.
| |
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.
| |
Users | Add new users. Configure user access levels Assign Tenant Admin access. Block or delete inactive users.
| |
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.
| |
Metrics | 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.
| |
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.
| |
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.
| |