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Welcome to fullcast.io
Understanding Software-Defined Operations
Why Policies?
Understanding the fullcast.io Platform
Design
Rhythm
Motion
Onboarding
Working with Your Business Partner
Setting Up Your Company
Securing Your Company Data
Managing Your User Account
Managing Your Settings
Checking Jobs
Managing Users
Accessing Audit Logs
Creating Event Subscriptions
Editing Metric Settings
Updating Tenant Settings
Editing Field Settings
Accessing Help and Support
Using Plans in fullcast.io
Managing Multiple Plans
Design
Getting to Know the Design Module
Territory Designer
Team Designer
Navigating the Designers
Understanding Hierarchies
Working the Details Grid
Using the Summary Metrics Panel
Tracking Changes
Dealing with Updated Data
Taking Notes
Updating Custom Fields
Working with Data
Importing and Exporting Data
Managing Territories
Creating Territories
Using the Map
Using SmartPlans
Editing Territories
Deleting Territories
Rerunning Rules
Balancing Territories
Moving Accounts
Handling Account Families
Handling Named Accounts and Exceptions
Creating Reports using Territories
Assigning People to Territories
Setting an Order of Precedence
Organizing Teams
Creating Teams
Editing Teams
Rerunning Rules
Deleting Teams
Managing Employee Workflows
Reporting by Teams
Assigning People to Teams
Assigning Team Targets
Using the Org Chart
Designing Roles
Creating New Roles
Using Productivity Profiles
Editing Roles
Updating Permissions on a Role
Retiring Roles
Deleting Roles
Defining Industry Taxonomy
Understanding Industry Codes
Using Industry Taxonomy in fullcast.io
Building Your Industry Taxonomy
Adding Industry Metrics
Assigning Coverage
Understanding the Types of Assignments
Creating Assignments
Editing Assignments
Deleting Assignments
Viewing Territories by Person Assigned
Setting Targets
Understanding the Types of Targets
Creating Targets
Top-Down Target Setting
Bottom-Up Target Setting
Providing Quota Relief
Tracking Progress
Reporting on Performance
Visualizing and Reporting
Understanding the Types of Reports
Building Reports
Pinning to a Rhythm Dashboard
Exporting Reports
Best Practices
Segmentation and Territory Planning
Node Naming
Goal-Setting Processes and Quotas
Saas Metrics
Rhythm
Getting to Know the Rhythm Module
Working with Dashboards
Creating Dashboards
Using Charts with Dashboards
Pinning Metrics to a Dashboard
Deleting Dashboards
Organizing Dashboards
Motion
Getting to Know the Motion Module
Understanding Policies
Using Policy Catalog
Using Reports in the Motion Module
Setting Up the Motion Module
Setting Up Your Salesforce Instance
Downloading the Managed Package
Enabling and Executing Policies
Using the Scheduler
Using Tags in Routing Policies
Editing Policies
Activating and Deactivating Policies
Troubleshooting Policies
Assignment Policies
Routing Glossary
Lead Routing
Account Routing
Contact Routing
Opportunity Routing
Case Routing
Subscription Routing
Managing Holdouts
Data Policies
Industry Taxonomy
Account Dedupe
Account Family Policy
Policies - Account Hierarchy
Data Quality - Account Hierarchies
Setting up Motion Account Hierarchies
Configuring Account Hierarchy
Reporting - Account Hierachies
Compliance Policies
US Trade Embargoes
Integration
Integration - Primer
Integration Scenarios
Databases
Cloud Storage
Cloud Services
Help and Support
Support Request
fullcast.io blog
Request a demo
Trust & Security
Login/Logout
Privacy Policy
Terms and Conditions
End User Licensing Agreement
Operational Status
Welcome to fullcast.io
Understanding Software-Defined Operations
Why Policies?
Understanding the fullcast.io Platform
Design
Rhythm
Motion
Onboarding
Working with Your Business Partner
Setting Up Your Company
Securing Your Company Data
Managing Your User Account
Managing Your Settings
Checking Jobs
Managing Users
Accessing Audit Logs
Creating Event Subscriptions
Editing Metric Settings
Updating Tenant Settings
Editing Field Settings
Accessing Help and Support
Using Plans in fullcast.io
Managing Multiple Plans
Design
Getting to Know the Design Module
Territory Designer
Team Designer
Navigating the Designers
Understanding Hierarchies
Working the Details Grid
Using the Summary Metrics Panel
Tracking Changes
Dealing with Updated Data
Taking Notes
Updating Custom Fields
Working with Data
Importing and Exporting Data
Managing Territories
Creating Territories
Using the Map
Using SmartPlans
Editing Territories
Deleting Territories
Rerunning Rules
Balancing Territories
Moving Accounts
Handling Account Families
Handling Named Accounts and Exceptions
Creating Reports using Territories
Assigning People to Territories
Setting an Order of Precedence
Organizing Teams
Creating Teams
Editing Teams
Rerunning Rules
Deleting Teams
Managing Employee Workflows
Reporting by Teams
Assigning People to Teams
Assigning Team Targets
Using the Org Chart
Designing Roles
Creating New Roles
Using Productivity Profiles
Editing Roles
Updating Permissions on a Role
Retiring Roles
Deleting Roles
Defining Industry Taxonomy
Understanding Industry Codes
Using Industry Taxonomy in fullcast.io
Building Your Industry Taxonomy
Adding Industry Metrics
Assigning Coverage
Understanding the Types of Assignments
Creating Assignments
Editing Assignments
Deleting Assignments
Viewing Territories by Person Assigned
Setting Targets
Understanding the Types of Targets
Creating Targets
Top-Down Target Setting
Bottom-Up Target Setting
Providing Quota Relief
Tracking Progress
Reporting on Performance
Visualizing and Reporting
Understanding the Types of Reports
Building Reports
Pinning to a Rhythm Dashboard
Exporting Reports
Best Practices
Segmentation and Territory Planning
Node Naming
Goal-Setting Processes and Quotas
Saas Metrics
Rhythm
Getting to Know the Rhythm Module
Working with Dashboards
Creating Dashboards
Using Charts with Dashboards
Pinning Metrics to a Dashboard
Deleting Dashboards
Organizing Dashboards
Motion
Getting to Know the Motion Module
Understanding Policies
Using Policy Catalog
Using Reports in the Motion Module
Setting Up the Motion Module
Setting Up Your Salesforce Instance
Downloading the Managed Package
Enabling and Executing Policies
Using the Scheduler
Using Tags in Routing Policies
Editing Policies
Activating and Deactivating Policies
Troubleshooting Policies
Assignment Policies
Routing Glossary
Lead Routing
Account Routing
Contact Routing
Opportunity Routing
Case Routing
Subscription Routing
Managing Holdouts
Data Policies
Industry Taxonomy
Account Dedupe
Account Family Policy
Policies - Account Hierarchy
Data Quality - Account Hierarchies
Setting up Motion Account Hierarchies
Configuring Account Hierarchy
Reporting - Account Hierachies
Compliance Policies
US Trade Embargoes
Integration
Integration - Primer
Integration Scenarios
Databases
Cloud Storage
Cloud Services
Help and Support
Support Request
fullcast.io blog
Request a demo
Trust & Security
Login/Logout
Privacy Policy
Terms and Conditions
End User Licensing Agreement
Operational Status
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Welcome to fullcast.io
Understanding Software-Defined Operations
Understanding the fullcast.io Platform
Onboarding
View All 6
Design
Getting to Know the Design Module
Navigating the Designers
Working with Data
View All 11
Rhythm
Getting to Know the Rhythm Module
Working with Dashboards
Motion
Getting to Know the Motion Module
Setting Up the Motion Module
Assignment Policies
View All 6
Integration
Integration - Primer
Integration Scenarios
Help and Support
Support Request
fullcast.io blog
Request a demo
Trust & Security
Login/Logout
Privacy Policy
Terms and Conditions
View All 5