Fullcast uses a rule based approach to help you create and manage your territory plan.
Account data grid actions
Use the data grid to review account data, territory structure, and proposed changes.
Territory hierarchy management
Use the territory hierarchy menu to edit territories, view the rule structure, rerun rules, and commit changes for one or multiple segments.
Territory rules engine
Use Smart Plan, geography, or bucket to define territories and create rules for managing account families within the territory rules.
Move accounts and use named accounts or exceptions
Manually move accounts and use named accounts or named exceptions.
Salesforce Lightning Actions
Manage territories and account alignment from within Salesforce.