---
title: "Routing Policies Setup"
slug: "routing-policies-setup"
type: "index"
canonical: "support.fullcast.com/routing-policies-setup"
---

> ## 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 Policies Planning

3 articles

## [Best practice: routing policies in multiple exporting plans](https://support.fullcast.com/docs/best-practices-for-routing-policies-in-multiple-exporting-plans.md)

Updated on 2026-02-03 | Published on 2025-07-11

Multiple plans are necessary when your GTM strategy involves different territory structures for various teams or account types. For instance, if your SDRs are aligned by product lines while your...

## [Plan your routing policies](https://support.fullcast.com/docs/plan-your-routing-policies.md)

Updated on 2026-02-01 | Published on 2025-05-02

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...

## [Review territory rules and coverage for routing preparation](https://support.fullcast.com/docs/review-territory-rules-and-coverage-for-routing-preparation.md)

Updated on 2026-02-01 | Published on 2025-05-02

Before setting up territory-based routing, it's crucial to review your existing territory structure and coverage. This information will be used to configure the Custom Metadata in Salesforce which is...