Setting up Match Settings
In this article you will understand how to set up match settings for leads and contacts. In Powerrouter leads and contacts are matched with other objects. Powerrouter supports defined match rules for leads and contacts. You can also set your own custom match rules. Steps to set up match settings for lead: Click on Setting […]
Starting or Stopping PowerRouter
In this article, you will understand how to start and Powerrouter to start routing leads to the desired teams. Steps to Start PowerRouter: Click on the Setting icon. Click on the General section. Under the Scheduler section, you have a button to start powerrouter. You can set the Routing Interval time from the […]
How to create workflows for routing custom objects in PowerRouter?
In this article, you will understand how to create custom object workflows in PowerRouter so that they can be routed. For routing custom objects in PowerRouter, the custom object must be added. Here is the article on how to add custom objects in PowerRouter. Steps to create workflows for custom objects: Open the PowerRouter […]
How to add a custom object in PowerRouter?
PowerRouter has traditionally been utilized for routing standard objects such as leads, accounts, contacts, opportunities, and cases. However, it now offers the capability to route custom objects as well. In this article, you will gain an understanding of how to add a custom object in PowerRouter to enable routing for it. Steps to add […]
Routing Algorithms in Route to Team in PowerRouter
In this article, we’ll explore the different routing algorithms used in Route-to-Team within PowerRouter. In Route-to-Team, records are assigned to the team members using one of the following algorithms: Round Robin: The Round Robin algorithm evenly distributes leads among team members in a cyclical fashion. This ensures a fair and balanced workload for each team […]
How to remove wrong associated domains from account?
The domains of the converted leads and contacts of the account associated are the associated domains of that account. These details are also used in Lead to Account Matching. How to add PowerRouter account view in account layout? How to remove associated domains which can be seen in account layout?
Load Balancer Distribution Algorithm
The Load Balancer Distribution Algorithm within PowerRouter serves as a mechanism for evenly distributing incoming records among members of a team. Its primary purpose is to ensure a fair allocation of workloads. This intelligent load balancer continually monitors the workload of each individual team member. Should a team member become overwhelmed or be unavailable, the […]
How to handle records with failed assignments due to inactive/unlicensed or unavailable users?
This article will help you understand how to handle records with failed assignments due to inactive/unlicensed or unavailable users. All routing components in PowerRouter have a Catch All Assignments feature that allows the record to move into the Skipped path and perform some actions if the user or team used in the Route Components is inactive/unlicensed or unavailable.. The following […]
How to set up email notifications for assignments in Workflow?
This article will help you understand how to set up email notifications for assignments in Workflow. With the Send Email component, you can send direct notifications emails to your users on assignments send notifications to managers by adding their email address. Steps to use Send Email Component: Use the component in any path of the […]
How to set up SLA?
This article will help you understand how to set up SLA policy for a team. Steps to set up SLA for a team in workflow: Note: This option is available only when reassignment hours in the team’s page is set.