Create a plan

A plan in Fullcast is a GTM strategy for the current or future sales year.  Create multiple plans, each with a distinct GTM strategy, to explore and execute different strategies tailored to specific objectives or market conditions.

1. Login to Fullcast.  

   Note

   By default, you will log in to the plan that you were last logged in to.

2. Click Manage Plans.

   

3. On the Manage Plans screen, click New Plan.

4. Configure your plan’s settings.

5. Click Next.

6. In the confirmation window, type CONFIRM and click Confirm.