Create a Role

Fullcast allows you to create, manage, and assign various types of roles in your go-to-market plans. This article provides a step-by-step overview of how to create roles.

How to Create a New Role in Fullcast

1. Log in to Fullcast.

2. In the design app, select Create and Manage roles from the Roles module.

   

3. In the Roles page that opens up, select Add new.

   

4. In the Add role page that opens, fill in the following details in the information tab. 
   1. Name: Name of the Role (eg., Sales Manager, Sales Representative)
   2. Description: Few words describing the role.
   3. Start Date: Specify a date when the role started in your company. (** If the role is not brand new to your organization, that is, AEs have existed in your company for a long time, best practice is to backdate start date, at least a year or more. This is especially important if you are using targets, these dates can impact them.)
   4. End Date: Specify an end date, if needed. 
   5. Type: Select the type of role you want to create: Commission, Non-Commission, or Support.

   6. Commission Type: If you choose a commission-based role, choose Split or Overlay Commission. This determines how the commission for this role is allocated.

      

5. Export this Role: Check the Export this Role box if you want to export the assignments under this role when the Export Account team job is running. 

   

6. Productivity Profile: Next, fill out any productivity profiles you want available for this role. Select the Type, Name, and the Start Date.

   1. for Ramp-based Productivity Profiles: In the Action column, select the pencil icon to edit the month-by-month percent productivity. Select Confirm when finished.

      

7. Select Save when the specifications are complete.

The GIF above demonstrates the full process of creating a role, including setting a productivity profile.