---
title: "Routing & Other Policies"
slug: "policies"
description: "Fullcast policies handle complex go-to-market strategies such as  lead routing, data hierarchies, holdouts and more. "
tags: ["Routing", "Policies", "Lead Routing", "Account Routing"]
updated: 2025-09-09T17:40:39Z
published: 2025-09-09T17:40:39Z
canonical: "support.fullcast.com/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.

# Routing & Other Policies

Fullcast Policies are customizable automations that execute your go-to-market strategy for you.

| ## **General Policy Configuration** |
| --- |
| ![Document with checkbox](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/Policies.png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A01%3A41Z&se=2026-11-09T07%3A01%3A41Z&sr=c&sp=r&sig=neGIx5jcIapr8peKWZILkfHyl5IoF6hfrYD5Z%2BN3eWo%3D) | 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:** - [Enabling and Executing Policies](/v1/docs/enabling-and-executing-policies) - [Configure Salesforce flows for Fullcast routing policies](/v1/docs/configure-salesforce-flows-for-fullcast-routing-policies) - [Understanding the Policy Status page in Salesforce](/v1/docs/understand-the-policy-status-page-in-salesforce) |
|  |  |
| ## Routing Policies |
| ![Circles with lines between them](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/Lead%20Routing.png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A01%3A41Z&se=2026-11-09T07%3A01%3A41Z&sr=c&sp=r&sig=neGIx5jcIapr8peKWZILkfHyl5IoF6hfrYD5Z%2BN3eWo%3D) | Fullcast allows you to leverage your territory structure to customize routing policies for leads, accounts, opportunities and more. **Get started with these key articles:** - [Get started with routing](/v1/docs/get-started-with-routing) - [Introduction to Best Match Account Functionality](/v1/docs/introduction-to-best-match-account-functionality-and-rules-for-fuzzy-matching) |
|  |  |
| ## Data & Compliance Policies |
| ![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/Compliance.png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A01%3A41Z&se=2026-11-09T07%3A01%3A41Z&sr=c&sp=r&sig=neGIx5jcIapr8peKWZILkfHyl5IoF6hfrYD5Z%2BN3eWo%3D) | 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](/v1/docs/about-the-account-hierarchy-policy) - [Using Industry Taxonomy Policy in Fullcast](/v1/docs/data-policy-configuring-industry-taxonomy-policy-in-fullcast) - [Configuring Account Dedupe Policy in Fullcast](/v1/docs/data-policy-configuring-account-dedupe-policy-in-fullcast) |
|  |  |
| ## Sales Process Policies |
| ![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/SLA(1).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A01%3A41Z&se=2026-11-09T07%3A01%3A41Z&sr=c&sp=r&sig=neGIx5jcIapr8peKWZILkfHyl5IoF6hfrYD5Z%2BN3eWo%3D) | 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](/v1/docs/configuring-holdout-policy) - [Setting Up an SLA Policy in Fullcast](/v1/docs/setting-up-an-sla-policy-in-fullcast) |
|  |  |
| ## Co-Pilot Policies |
| ![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/Copilot.png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A01%3A41Z&se=2026-11-09T07%3A01%3A41Z&sr=c&sp=r&sig=neGIx5jcIapr8peKWZILkfHyl5IoF6hfrYD5Z%2BN3eWo%3D) | 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](/v1/docs/new-hire-policy-overview) - [Terminate Employee Policy Overview](/v1/docs/terminate-employee-policy-overview) |