Territory Hierarchy Management

Organize your accounts into segments and territories to formulate your sales plan using the Territory Designer tool. The Territory Designer assists you in strategically dividing your market. The Territory Designer categorizes accounts based on a sh...

Information : We're in the process of transitioning to a new UI and will refresh this video soon! In the meantime, if there is any confusion, refer to these notes for a rundown of the primary differences in current and previous UI. Hierarchi...

Some hierarchies are built using multiple criteria or rules. Users can leverage the  Order of Precedence menu to decide which criteria get applied in what order. Scenario: A sales leader wants to build out the GTM hierarchy for North America...

Access your Fullcast instance and switch plans if applicable. Click Manage Accounts on the Territories tile. Select the node you want to delete. Click the More Options icon (three vertical dots). Select Delete current node and child...

Viewing territories by assigned roles allows you to easily view territory assignments in the “Accounts” tab, without needing to go to the “Coverage” tab. Access your Fullcast instance and switch plans if applicable. Click Manage Accounts und...

When designing a Go-To-Market (GTM) strategy, one can create hierarchies either using a rules-based engine or based on geography. When using the rules-based engine to create territories, it's necessary to rerun the rules set on the hierarchy node wh...