Knowledge base

PowerRouter

Get introduced to PowerRouter with these setup guides.

Role of Powerrouter

Role of PowerRouter?

Setting up PowerRouter

Installing PowerRouter
Assigning PowerRouter Licenses
Granting access to Users

Getting Started

Getting started with PowerRouter
Creating your First Team
Creating your First Workflow

FAQ

How to change Powerrouter Running User?
How to provide support access to PowerRouter?
Utilizing Operators for Diverse Field Types in PowerRouter

Dashboard

Console and Analytics

New Features

Transfer Leads/ Contacts to Account Owner
Mulitple workflows

People

Learn how to create teams, manage team or rep settings, such as team or rep availability, and set team or rep capping and holidays.

Teams

Creating Teams
Setting up Team Availability
Creating a holiday in Team page

Users

Setting Caps on Sales Reps
Creating a Holiday in User's Page

Events

Creating Holiday in PowerRouter

FAQ

What are reassignment hours in a team?
How to add a member in a team?

Capping Profile

What is a Capping Profile in PowerRouter?
How to Create Capping Profiles from Team Page on PowerRouter?

Router

Learn how to create or edit workflows, comprehend the various workflow components, and track the records that are routed.

Workflow Components

Making records eligible for routing
Routing records to different paths based on certain criteria
Segmenting Records Based On Capping, Availability or Percentage

Auditing and Tracking

Tracking Records Flow in Workflow
Tracking all Records routed by PowerRouter
What are Permanent failed records in PowerRouter?

FAQ

How to exclude PowerRouter Running User from Salesforce Duplicate Rule?
How to set up SLA?
How to set up email notifications for assignments in Workflow?

Settings

Learn how to configure PowerRouter.

General Settings

Starting or Stopping PowerRouter
Setting up Match Settings
Setting up Duplicate Settings

Notification Settings

Why to set up Notifications?
Setting Up Assignment Notification
Setting up Admin Notifications

Email Templates

Setting Up Email Template

Integration Settings

Setting up Slack Authorization

Release Notes

Discover the newest features, improvements, and bug fixes in PowerRouter with our detailed release notes.

Version 1.400 Series

Release 1.430
Release 1.426.2
Release 1.424

View all

Version 1.300 Series

Release 1.346
Release 1.345
Release 1.332