Roles

After you create a Territory Plan in Fullcast , the next step is to assign people to the territories. In Fullcast, this requires you to set up Roles and then Assignments . Fullcast allows you to create, manage, and assign various types of roles ...

Figure 1. Roles After you create a territory, the next step is to assign people to the territories. In Fullcast, this requires you to configure roles and then assignments. Fullcast allows you to create, manage, and assign various types o...

Access your Fullcast instance and switch to the appropriate plan. Click Manage Roles on the Roles tile. Click the Actions button and select Export. Figure 1. Exporting Roles

Information : This document discusses available permissions for users, for more information on inviting a user, managing a user, or how to limit a user’s view based on the role assigned, refer to the corresponding articles.  When editing ...

Sales team members are associated with a myriad of go-to-market aspects. As shown in the picture, a specific target gets assigned to a particular role. A person gets assigned to a role and inherits the assigned target with it. Then, you can set the ...

What is a role? A role is a specific set of responsibilities assigned to an individual.  How do I create a role? To create a new role:  Access your Fullcast instance and switch plans if applicable.  Click Manage Roles on the ...

In Fullcast, coverage refers to users placed in a role in a team or territory. Capacity refers to the total number of users according to whether they are active or inactive, and what their Role type is.  Coverage and Capacity in Territories an...

This article provides direction for adding a productivity profile to new or existing roles. Productivity profiles describe the time it would take for a person in a specific role to become fully productive. They can be ramp-based, meaning productivit...