How to create territories using bucket values?

The rules engine allows specific Buckets to create the child territories. Rules specify the criteria for the records going into each bucket.

Steps to select fields in the hierarchy level

It's important to select the field values that need to appear in the dropdown menu of the hierarchy. Follow the below steps to do that:

1. Access your Fullcast instance and switch plans if applicable. 
2. Click the Settings icon (gear) in the navigation bar. 
3. Click Entities & Fields.
4. In the Field settings page, choose Accounts from the drop-down available in Use Entity to modify existing fields
5. Check the boxes for the fields needed in the segmentation rules.

6. After 20 minutes, those selected field values will be displayed in the Hierarchy level.

Steps to create territories using Buckets

1. Access your Fullcast instance and switch plans if applicable. 
2. Click Manage Customers on the Territories tile. 
3. Click the More Options icon (three vertical dots) and select Add Hierarchy from the dropdown menu. 
4. Select Bucket. 
5. Select the applicable field to use. 
6. Add bucket criteria by clicking the Add Bucket button and providing a name, operator, and value.  
7. Select how you want to treat subsidiaries. 
8. Click Save Changes. 
9. Acknowledge the warning about the number of territories that will be created.
   • If there was any routing enabled, the changed rules will impact the routing configuration. The configuration has to be adjusted according to new rules.
   • If territory-based routing is used, the changes are immediate and all routing will follow the newly edited rules.
10. Click Save to create the Buckets in the Hierarchy.