Understand Routing Policy Components

Fullcast’s routing engine allows you to route various records, leveraging both your go-to-market segmentation and territory structure, as well as other conditions and logic. This article provides instructions for RevOps users of Fullcast to understand the types of routing policies available and all the configuration options.

Fullcast offers the following routing policies:

Routing Policy Type	Common Scenario
Account Routing	Assigning new accounts to sales representatives
Case Routing	Directing customer issues to qualified support personnel
Contact Routing	Assigning new contacts to customer success representatives
Lead Routing	Distributing potential leads to sales teams
Opportunity Routing	Assigning deals to sales representatives by territory

While some other routing software relies on flow diagrams, Fullcast’s routing enables you to create discrete policies, that each function or create a “routing queue.” Each policy is the logic for one distinct routing queue.

When you create/edit a Routing policy, you will see three main components: The policy stages, policy tags, and policy operation times.

Policy Stages

Policy Stages contain the logic for determining how the records will be evaluated for routing. Policy stages can be toggled on or off and then expanded to configure. For more information, refer to /link

Policy Tags

Policy Operation Tags (often called “Policy Tags” or “Tags”) determine which policy will be used to route a given record. For more information, refer to Routing Policy Tags Overview.

Policy Operation Times

Policy Operation Times can make a policy active during set periods. Time frames are defined by adding a day of the week and setting a start and end time. If no operation times are specified, the policy will always be active once it is enabled.