What is a Capping Profile in PowerRouter?

A capping profile is created for teams based on different segments, making it easy to set assignment caps for each team based on the segment. You can also choose whether each team member has their own limit or if they all share the same limit across different segments.

Capping profiles simplify the process of managing and assigning leads to sales teams, making sure everyone gets their fair share of leads. 

What is a Tag in a Capping Profile? 

A tag is a unique ID assigned to profiles to differentiate between multiple segments using the same capping profile. Tags make it easier to manage capping profiles, if you want to use the same profiles at different places.

How to set capping profiles?

In the 'Route To Team' component, there are three sections:

  • General: This is the main section where you choose a team to route your leads to. 
  • Advanced: If you need more advanced rules like assigning to lead or account owner, email templates, etc, you can set them up here. 
  • Capping: In the capping section, you can create capping profiles and set caps for users. 

To enable the capping profile user must first select a Team in the General section.

Go to the "Capping" page and turn on "Enable Capping" to set the cap. 

Then, you will see two options:

  • Create New Profile: It helps you create a new capping profile 
  • Use Existing Profile: It allows you to use an existing profile created for another lead segment. 

How to Create a New Capping Profile? 

  • Click on "Create New Profile." 
  • Give the new profile a name.
  • Give a unique Tag Id to differentiate the profile from other profiles.
  • Pick the duration of the capping limit i.e., leads assigned daily, weekly, or monthly.
  • If you want to set a uniform cap for every one in the team, select ‘set capping for all users.’
  • You can turn the cap on or off for each user by clicking on the toggle button.
  • Increase or decrease the cap limit by clicking on the ‘+’ or ‘-’ buttons.
  • Click the ‘Tick’ icon to save the cap limits.
  • Finally, hit ‘Save’ to save your newly created capping profile.

How to Use an Existing Capping Profile?

  • Click "Use Existing Profile." 
  • Choose the profile you want to use from the drop-down options.
  • Give a unique Tag Id to differentiate this segment using the same profile.
  • That's it! The cap limits and duration are automatically set for you.
  • Click the ‘tick’ icon to save the cap.
  • Finally, hit 'Save' to save your new capping profile.

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