Edit Hierarchy Rules in Teams

Information:

You must create new territories to edit your current team territories. Existing territories that have been deleted cannot be edited. Your new territories must follow the latest rules.  

  1. Access your Fullcast instance and switch plans if applicable. 

  2. Click Manage Accounts on the Territories tile. 

  3. Locate the node in the hierarchy on the left you wish to edit. 

  4. Click the More Options icon (three vertical dots) and select Edit. 

Figure 1. Edit Callout

  1. Select the applicable option and click Next. 

Figure 2. Edit Hierarchy Settings

  1. Complete the required configurations and click Save.