This guide provides information for sales leaders to effectively use Fullcast for territory management, focusing on key tasks like navigating territory plans, viewing accounts and assignments, using reports, and proposing changes.
Overview
Collaboration between RevOps and Revenue Leaders is critical to successful go-to-market planning and execution - particularly when it comes to territories. This article provides a quick introduction to seven key tasks that support the territory management workflows of Revenue Leaders.
The videos in this resource are sequenced according to the way many Revenue Leaders become acquainted with Fullcast. That is, you typically are reviewing a territory plan that your Ops team has built out, then work to manage them year-round as teams change and the market evolves. These resources don't address the functionality required to build your go-to-market. Instead, we keep a narrow focus centered around the needs of Revenue Leaders.
Video Title | Contents | Time Requirement |
|---|---|---|
First Login, Overview of App Navigation, Selecting a Plan, Navigating a Territory Plan, Pinning Summary Metrics, Column Chooser, Show Ultimate Parents Only Button, Help | 3 min | |
Filtering and Searching for Accounts, Understanding the Unassigned node | 3 min | |
The Coverage tab in a Territory Plan, Filtering and Searching for Assignments, Inherited, Active, TBx Tags | 3 min | |
Reports Tab - Folder and Dashboard Basics, Searching and Filtering in the Coverage Report | 2 min | |
Locating the Balancer Chart, Configuration of the Balancer - Dimensions, Measures, Primary/Secondary Axis | 3 min | |
Meaning of the Yellow Dot, Toggling between Current, Proposed, and Difference Views, Using Grid Columns to Understand Changes | 3 min | |
Manually Moving Accounts, Using Named Types, Using Notes | 6 min |
Videos
Information:
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