Roles are the foundation of assigning coverage to territories and teams as well as distributing targets to individuals. They are also important for determining which teams or territories users have access to view and what actions they have permissions to do.
Roles | |
When you set up roles, it’s important to think about the multiple aspects that are involved and design roles accordingly. Get started setting up Roles with these key articles: | |
Coverage | |
Fullcast has key functionality needed for RevOps to manage all the movement of assigning reps to territories and managing all the changes throughout the year. Get started assigning coverage with these key articles |