---
title: "Plan your routing policies"
slug: "plan-your-routing-policies"
description: "Use this routing policy planning worksheet to map out record types, entry conditions, scenarios, and territory nodes before system configuration for greater accuracy."
tags: ["Account Routing", "GTM Strategy", "Lead Routing", "RevOps", "Routing"]
updated: 2026-02-01T04:35:58Z
published: 2026-02-01T04:35:58Z
canonical: "support.fullcast.com/plan-your-routing-policies"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Plan your routing policies

Before configuring routing policies in Fullcast, use this worksheet to plan each distinct routing scenario. A routing scenario defines how incoming records (like Leads or Accounts) are automatically directed based on specific criteria. A well-defined plan simplifies the actual configuration process, ensuring accuracy and efficiency.

## Routing policy worksheet

Use this worksheet to configure specific settings and rules within your routing policy.

1. Download the worksheet.

[](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/Plan your routing policy worksheet.docx?sv=2026-02-06&spr=https&st=2026-10-12T05%3A52%3A31Z&se=2026-10-12T06%3A52%3A31Z&sr=c&sp=r&sig=15FHHIu8U2IAZCmwTBIGszlFGGpCj9XVj7Y%2B3lo5%2F58%3D)Plan your routing policy worksheet284.58 KB[](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/Plan your routing policy worksheet.docx?sv=2026-02-06&spr=https&st=2026-10-12T05%3A52%3A31Z&se=2026-10-12T06%3A52%3A31Z&sr=c&sp=r&sig=15FHHIu8U2IAZCmwTBIGszlFGGpCj9XVj7Y%2B3lo5%2F58%3D)
2. Fill in all rows for each unique routing scenario you need to build.
3. For each row, review the planning consideration question.
4. Document your specific requirements in the **Your routing details** column.
5. Refer to the **Application in configuration** column to understand how your plan translates directly into setup steps.

| Planning consideration | Your routing details | Application in configuration |
| --- | --- | --- |
| **Policy Type** What type of record will this routing policy apply to? (Lead, Account, Case) | Example: Lead | Select the chosen object type (Lead) as the policy type when creating the routing policy in Fullcast. |
| **Entry Conditions** What field values qualify a record for this routing scenario? | Example: Lead Status = Open AND Lead Source = Events OR Inbound Demo Request | Use these criteria to define the Policy Tag for this routing policy. |
| **Routing Scenario Description** What is the desired routing outcome and process for this scenario? | Example: Route to SDR in territory. Fallback: Round Robin SDR Team. | Build the Routing Stages within the Fullcast routing policy editor to match this logic flow. |
| **Target Territory Nodes** Which territory nodes will use this routing scenario? | Example: AMER - Enterprise; APAC | Apply or create this routing policy specifically at these Territory Nodes in your hierarchy. |
| **Territory Coverage Review** Are the necessary roles (SDRs, AEs) assigned to the active territory nodes for this routing? | Example: Yes, SDRs assigned at AMER - Enterprise parent node. (or No, APAC nodes missing SDR assignments) | Check: Verify role assignments. If required roles are missing, assign them to these nodes before activating the policy. |

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## Attachments

- [Plan your routing policy worksheet.docx](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/Plan your routing policy worksheet.docx)