Archives: Support Articles

Release 1.430

What’s New? 1. Fetch Leads from campaign Fetch leads directly from your previous campaigns based on custom criteria with ‘Fetch Campaign Lead’ component. Bring inactive leads back into the routing flow easily with the new ‘Fetch Campaign Lead’ component. Reassign fetched leads to their owners or new SDRs based on your requirements.  2. Fetch Contacts […]

Release 1.431

What’s New? 1. Is Duplicate Person Account” Component: This component finds the duplicate Person Account of the currently processed Person Account record, and if duplicates are detected, it goes down the “yes” path, otherwise, it follows the “no” path. You can customize the criteria for spotting duplicates in the duplicate settings, much like you did […]

Release 1.432

What’s New? 1. PowerRouter Console Dashboard We are excited to introduce the latest dashboard in PowerRouter: the Pro Console Dashboard. This powerful new addition provides enhanced insights into all activities performed by PowerRouter, giving you a comprehensive overview of your workflow processes. Key Components of the Pro Console Dashboard: a) Metric Section: It offers a concise […]

Nexus Release (1.435)

What’s New? 1. Active Load Capping Profile: New Capping Duration: “All Time” is introduced alongside existing options like “Daily,” “Monthly,” and “Weekly.” This duration allows you to track assignments over a longer period, considering only those made through the profile and qualifying the Active Load Criteria. 2. Load Balancer for Team Capping Profile: Dynamic Weight Assignment: This […]

Golden Release (1.436)

What’s New? 1. Capacity Dashboard Enhancements: a) Detailed Metrics: The dashboard now offers comprehensive metrics on team and individual capacity utilization, providing insights into teams and users at or under capacity, along with queued records for assignment. This enhancement offers a clearer picture of pipeline flow and assignment distribution. b) Integration with PowerRouter Model: The dashboard summarizes assignments and […]

Release 1.501

What’s New? a) Statistics Section: Gain a summary of account assignments and reassignments within PowerRouter Pipeline. b) Users Chart: Quickly visualize user availability, leave status, activity, licensing, and caps. c) Total Account Coverage: Understand the overall account coverage based on activity within the PowerRouter Pipeline. d) Failed Assignments: Access a list of routing failures for accounts within live territories. […]

Power Pipeline – Live Territory Page

This article will guide you through the live territories and provide insights into the statistics, assignments, and reassignments of both the territories and sub-territories. Here are the steps to navigate: Open Dynamic Books and select the Territories module from the left side panel. Under the Territories tab, access the Live Territories where the published USA […]

Power Pipeline – Setting up Territories

This article provides a comprehensive guide to managing territories effectively within Power Pipelines. Territory management involves the strategic allocation of sales responsibilities across an organization. Advantages of Sales Territory Management: Enhanced Sales Coverage Cost Reduction Improved Customer Service Performance Measurement Data-Driven Decision-Making Setting up Territories in Power Pipelines Navigate to the Territories module and open […]