---
title: "Territory Carving Reference Guide"
slug: "territory-carving-reference-guide"
description: "Get all the key resources for carving territories in Fullcast!"
updated: 2025-12-18T17:34:21Z
published: 2025-12-18T17:34:21Z
---

> ## 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.

# Territory Carving Reference Guide

This guide is designed to help you quickly understand and use the territory carving functionality in Fullcast. Each section corresponds to a specific feature set, includes relevant tasks, and links to how-to documentation.

## 1. Refresher on Navigating a Territory Plan

Viewing the segmentation structure and clicking through territories. Finding accounts and viewing relevant fields

- [About the Territory Designer](/v1/docs/about-the-territory-designer)
- [Navigating a Territory Plan](/v1/docs/navigating-a-territory-plan)
- [About the Details Grid](/v1/docs/about-the-details-grid)
- [Filtering in the Grid](/v1/docs/filtering-in-the-grid)
- [Customizing Your View](/v1/docs/customizing-your-view)

## 2. General Creating and Managing Territories

Deciding which rule to use and understanding the options in the rule configuration

- [Create and Manage Territories](/v1/docs/create-and-manage-territories)
- [The Four Types of Rules for Creating Hierarchies](/v1/docs/the-four-types-of-rules-for-creating-hierarchies)
- [How to use Named Accounts and Named Exceptions](/v1/docs/how-to-use-named-accounts-and-named-exceptions)
- [Treatment of Account Families](/v1/docs/treatment-of-account-families)

## 3. Map Rules

Using the various functionality of the map to carve geographic segments or territories.

- [Create Geographic Territories](/v1/docs/create-geographic-territories)
- [How to View Map-Based Territories](/v1/docs/how-to-view-map-based-territories)

## 4. Bucket Rules

Creating segments using field-based rules. A common application of a Bucket Rule is to create Enterprise, Mid-Market, and SMB using a combination of Employee Count and Annual Revenue fields.

- [How to create territories using bucket values](/v1/docs/how-to-create-territories-using-bucket-values)
- [How To Create Criteria Using Filter Builder](/v1/docs/using-filter-builder-to-create-criteria)

## 5. Smart Plan

Using Smart Plan to automate balanced territories. A common application of Smart Plan is to carve rep-level patches in a specific region or segment.

- [Smart Plan Overview](https://support.fullcast.com/docs/smart-plan)
- [Smart Plan for Territory Management and Resource Alignment](/v1/docs/smartplan-for-territory-management-and-resource-alignment)
- [Smart Plan - Advanced Strategies and Automation](/v1/docs/smartplan-advanced-strategies-and-automation)
- [Create a Smart Plan](/v1/docs/create-a-smart-plan)
- [Smart Plan: balance by number of accounts](/v1/docs/smart-plan-balance-by-number-of-accounts)
- [Smart Plan: balance by field value](/v1/docs/smart-plan-balance-by-field-value)
- [Smart Plan: balance by metrics](/v1/docs/smart-plan-balance-by-metrics)
- [Smart Plan: weight by number of accounts](/v1/docs/smart-plan-weight-by-number-of-accounts)
- [Smart Plan: weight by field value](/v1/docs/smart-plan-weight-by-field-value)
- [Smart Plan: weight by metrics](/v1/docs/smart-plan-weight-by-metrics)
- [Smart Plan: group by field value](/v1/docs/smart-plan-group-by-field-value)
- [Smart Plan: minimize disruption](/v1/docs/smart-plan-minimize-disruption)
- [Smart Plan: maximize](/v1/docs/smart-plan-maximize)
- [Smart Plan: minimize](/v1/docs/smart-plan-minimize)

## 6. Moves, Adds, Changes

Iterating during planning periods, moving accounts, rerunning rules, propose vs commit.

- [How to Move Accounts from Node to Node](/v1/docs/how-to-move-accounts-from-node-to-node)
- [Undo Account Moves](/v1/docs/undo-account-moves)
- [How to rerun rules](/v1/docs/how-to-rerun-rules)
- [How to Handle Account Families While Moving Accounts](/v1/docs/how-to-handle-account-families-while-moving-accounts)
- [How does Proposed View work while moving accounts](/v1/docs/how-does-proposed-view-work-while-moving-accounts)
- [Managing Territories](/v1/docs/managing-territories)
- [Making and Finalizing Changes to Territories](/v1/docs/making-and-finalizing-changes-to-territories)

## Related

- [Territories](/territories.md)