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Policies

  • Reading and Understanding policy status pages
  • Round-robin functionality
  • Round-robin functionality for package version 2.160 and above
  • Routing Policies Overview
  • Routing Policy Tags Overview
  • Setting Up an SLA Policy in Fullcast
  • Terminate Employee Policy Overview
  • Understanding Industry codes
  • Using Industry Taxonomy in Fullcast
  • Video: Account Routing
  • Video: Managing Holdouts in Fullcast
  • Video: Speed to Lead - Automating Service Level Agreements
  • Video: Territory-Based Lead Routing
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