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.
1. Plan Information
Common Tasks
Setting 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.
Configuring 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
Documentation
2. Jobs
Common Tasks
Reviewing job status indicators and notes to troubleshoot issues. For example if a job failed or had errors.
Understanding types of imports and export settings, scheduling jobs, and conducting ad hoc jobs
Documentation
3. Users
Common Tasks
Adding new users, configuring their access levels, assigning Tenant Admin status
Blocking or deleting inactive users.
Documentation
4. Audit
Common Tasks
Reviewing activity audit logs for troubleshooting or compliance purposes. For example, you want to see who last committed changes or when someone last logged in.
Documentation
5. Metrics
Common Tasks
Creating metrics to track KPIs and leverage in territory balancing rules
Reviewing 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.
Documentation
6. Tenant Settings
Common Tasks
Determining 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.
Setting tenant defaults for how data displays in the table/grid.
Documentation
7. Entities and Fields
Common Tasks
Creating or editing fields for specific entities.
Configuring address mappings for hierarchical data.
Managing participation in account and opportunity hierarchies.
Documentation
8. Policies
The Policies section is where you establish the Connected App Settings and define Policy Tags.
Common Tasks
Configuring routing rules for accounts and opportunities.
Defining exceptions for named accounts.
Documentation
9. Export-Import
Common Tasks
Managing batch sizes and error rates for smoother processing.
Documentation