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
- Log in to Fullcast.
In the design app, select Create and Manage roles from the Roles module.
In the Roles page that opens up, select Add new.
- In the Add role page that opens, fill in the following details in the information tab.
- Name: Name of the Role (eg., Sales Manager, Sales Representative)
- Description: Few words describing the role.
- 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.)
- End Date: Specify an end date, if needed.
- Type: Select the type of role you want to create: Commission, Non-Commission, or Support.
Commission Type: If you choose a commission-based role, choose Split or Overlay Commission. This determines how the commission for this role is allocated.
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.
- Productivity Profile: Next, fill out any productivity profiles you want available for this role. Select the Type, Name, and the Start Date.
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.
- Select Save when the specifications are complete.
The GIF above demonstrates the full process of creating a role, including setting a productivity profile.