Policies

General Policy Configuration

Given the complexity of data exchange between Fullcast and your CRM, there are key steps required to get started with policies.

Get started with these key articles:

• Policy Setup Requirements

• Enabling and Executing Policies

• Configuring Flows for Motion Policies

• Reading and Understanding policy status pages

Routing Policies

Fullcast allows you to leverage your territory structure to customize routing policies for leads, accounts, opportunities and more.  

Get started with these key articles:

• Routing Policies Overview

• Introduction to Best Match Account Functionality

• Configure Account Routing Policies in Fullcast

• Configure Account Routing Policy in Salesforce

Data & Compliance Policies

Data integrity is key to the accuracy of your go-to-market strategy. Bad data is a perennial problem, but Fullcast allows you to prevent bad data and also manage key aspects of your data strategy.

Get started with these key resources:

• About the Account Hierarchy Policy

• Using Industry Taxonomy in Fullcast

• Configuring Account Dedupe Policy in Fullcast

Sales Process Policies

Calendar reminders are a painful way to manage account holdovers. Lost leads are lost money. Fullcast’s Sales Process policies allow you to set and enforce sales processes.

Check out these key articles:

• Holdout Policy Configuration

• Setting Up an SLA Policy in Fullcast

Co-Pilot Policies

Fullcast Co-Pilot detects common events such as employees joining and leaving the business and triggers rule-based actions.  

Check out these key articles:

• New Hire Policy Overview

• Terminate Employee Policy Overview