---
title: "Territories"
slug: "territories"
updated: 2025-11-04T16:21:22Z
published: 2025-11-04T16:21:22Z
canonical: "support.fullcast.com/territories"
stale: true
---

> ## 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.

# Territories

Fullcast uses a rule based approach to help you create and manage your territory plan.

## ![Account Data Grid Actions](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/Grid.png?sv=2026-02-06&spr=https&st=2026-10-30T10%3A55%3A28Z&se=2026-10-30T11%3A55%3A28Z&sr=c&sp=r&sig=VvORt7LIsYbA9UTq4MZv5KL7jN%2FK5wU%2Fsf%2Fqp%2BlYcpU%3D) Account data grid actions

Use the [data grid](/v1/docs/about-the-details-grid) to review account data, territory structure, and proposed changes.

## ![Territory Hierarchy Management](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/Territory Hierarchy.png?sv=2026-02-06&spr=https&st=2026-10-30T10%3A55%3A28Z&se=2026-10-30T11%3A55%3A28Z&sr=c&sp=r&sig=VvORt7LIsYbA9UTq4MZv5KL7jN%2FK5wU%2Fsf%2Fqp%2BlYcpU%3D) Territory hierarchy management

Use the [territory hierarchy menu](/v1/docs/create-and-manage-territories) to edit territories, view the rule structure, rerun rules, and commit changes for one or multiple segments.

## ![Territory Rules Engines](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/Rules.png?sv=2026-02-06&spr=https&st=2026-10-30T10%3A55%3A28Z&se=2026-10-30T11%3A55%3A28Z&sr=c&sp=r&sig=VvORt7LIsYbA9UTq4MZv5KL7jN%2FK5wU%2Fsf%2Fqp%2BlYcpU%3D) Territory rules engine

Use [Smart Plan](/v1/docs/create-a-smart-plan), [geography](/v1/docs/create-a-geographic-hierarchy), or [bucket](/v1/docs/use-buckets-to-define-territory-segments) to define territories and create rules for managing account families within the territory rules.

## ![Moving and Naming Accounts](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/Moving and Naming Accounts.png?sv=2026-02-06&spr=https&st=2026-10-30T10%3A55%3A28Z&se=2026-10-30T11%3A55%3A28Z&sr=c&sp=r&sig=VvORt7LIsYbA9UTq4MZv5KL7jN%2FK5wU%2Fsf%2Fqp%2BlYcpU%3D) Move accounts and use named accounts or exceptions

Manually [move accounts](/v1/docs/how-to-move-accounts-from-node-to-node) and use [named accounts or named exceptions](/v1/docs/how-to-use-named-accounts-and-named-exceptions).

## ![Salesforce Lightning Actions](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/Salesforce%20Lightning.png?sv=2026-02-06&spr=https&st=2026-10-30T10%3A55%3A28Z&se=2026-10-30T11%3A55%3A28Z&sr=c&sp=r&sig=VvORt7LIsYbA9UTq4MZv5KL7jN%2FK5wU%2Fsf%2Fqp%2BlYcpU%3D) Salesforce Lightning Actions

Manage territories and account alignment from [within Salesforce](/v1/docs/configure-the-change-owner-action-in-salesforce).