In this article, you will understand how to set up manager summary.
Manager Summary is a comprehensive list or a summary of records that have been routed in a particular period of time. It basically provides the count of assignments and failures etc, related to all objects routed through PowerRouter.
This summary can be sent to managers or sales leaders to be able to get a summarized view of the routing process in the org.
Steps to set up Manager Summary Notifications:
- Click on Setting.
- Go to the Manager Summary section under the Notifications settings.
- Enable Send Daily Digest Emails For and click on Lead Workflow checkbox for sending summary of the published lead workflow.
- Enter the email address in Send daily summary to and and select the timing period between which you want to receive the summary notification.
- Click on Save.
Similar to Lead Workflow , you can enable checkboxes for Account Workflow, Contact Workflow, Opportunity Workflow as well as Case Workflow and enter email and time period in them. This will send emails daily on provided time periods.
For sending weekly summary , you can enable the checkbox Send Weekly Digest Emails For.
You can enable checkboxes Lead Workflow, Account Workflow, Contact Workflow, Opportunity Workflow as well as Case Workflow and enter email , day of the week and time period in them.
This will send emails weekly on that particular day within the given time period.
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