Before configuring routing policies in Fullcast, use this worksheet to plan each distinct routing scenario. A routing scenario defines how incoming records (like Leads or Accounts) are automatically directed based on specific criteria. A well-defined plan simplifies the actual configuration process, ensuring accuracy and efficiency.
How to Use This Worksheet
Fill in all rows for each unique routing scenario you need to build.
For each row, review the Planning Consideration question.
Document your specific requirements in the Your Routing Details column.
Refer to the Application in Configuration column to understand how your plan translates directly into setup steps.
Planning Consideration | Your Routing Details | Application in Configuration |
|---|---|---|
Policy Type | Example: Lead | Select the chosen object type (e.g., Lead) as the policy type when creating the routing policy in Fullcast. |
Entry Conditions | Example: Lead Status = Open | Use these criteria to define the Policy Tag for this routing policy. |
Routing Scenario Description | Example: Route to SDR in territory. | Build the Routing Stages within the Fullcast routing policy editor to match this logic flow. |
Target Territory Nodes | Example: AMER - Enterprise; APAC | Apply or create this routing policy specifically at these Territory Nodes in your hierarchy. |
Territory Coverage Review | Example: Yes, SDRs assigned at AMER - Enterprise parent node. | Check: Verify role assignments. If required roles (e.g., SDRs) are missing, assign them to these nodes before activating the policy. |
Next Steps
Once you have completed this worksheet for each of your routing scenarios, you will have a clear and detailed plan for configuring your routing policies in the system. You can then proceed to translate the information captured here into the specific settings and rules within your routing policy configuration interface.