Power Pipeline - Creating your first Team

This article aims to guide you through the process of creating your first team in Power Pipeline. 

Note: Please keep in mind that the teams you create here will not be reflected in Router Pro/PowerRouter (Lightning), and vice versa.

Here are the steps to create your first team:

  1. Click on the App Launcher in Salesforce.
  2. Search for PowerRouter in the search field and select PowerRouter. This action will open the PowerRouter App. Now, click on Power Pipeline.
  3. To initiate the team creation process, click on the People icon.

  4. Click on Get Started. This will open the Create New Team box.
  5. Enter the team name in the first field. Use the Search by Name field to search for users you want to add to your team by name or select them from the Roles dropdown menu based on their role.

  6. Select the members of the team by checking the checkbox next to their names. The Selected Members section will display the list of selected members. Once you have made your selections, click Save.

Congratulations! You have successfully created your first team. To create another team, click on Create Team and follow the same steps.

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