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Home
Products
Product Overview
Routing Pro
Data management
ABX Orchestration
Power Pipeline
Dynamic Territories
Pricing
Solutions
Lead Reactivation
Sales Capacity Management
Resources
Blogs
Ebooks
Support Articles
Company
About Us
Contact Us
Book a Demo
Welcome to PowerRouter Help Center
Home
PowerRouter
Getting Started
Getting Started
Articles
Getting started with PowerRouter
PowerRouter
Role of Powerrouter
Role of PowerRouter?
Setting up PowerRouter
Assigning PowerRouter Licenses
Installing PowerRouter
Granting access to Users
Getting Started
Getting started with PowerRouter
FAQ
Utilizing Operators for Diverse Field Types in PowerRouter
How to provide support access to PowerRouter?
How to change PowerRouter Running User?
Dashboard
Console
Account Dashboard
Lead Dashboard
Contact Dashboard
Opportunity Dashboard
Case Dashboard
Console Dashboard for custom object
Analytics
Articles coming soon
People
Teams
Creating Teams
Setting up Team Availability
Creating a holiday in Team page
Starting routing from specific member of team
Reordering members of Team
Users
Setting Caps on Sales Reps
Events
Creating Holiday in PowerRouter
FAQ
What are reassignment hours in a team?
How to add a member in a team?
Capacity Profile
What is a Capacity Profile in PowerRouter?
How to Create Capacity Profiles from Capacity Profile Page?
Capacity Dashboard
Router
Workflow Components
Making records eligible for routing
Routing records to different paths based on certain criteria
Segmenting Records Based On Capping, Availability or Percentage - Dynamic Segment
Matching a record with another record
Converting Leads into Accounts, Contacts and Opportunities
Sending Slack Notification
Adding records to Sales Cadence of High Velocity Sales
How to Fetch Leads from Campaign and Route to Team?
Assign to Queue
Person Account - Duplicate Component
Account - Duplicate Component
Salesloft Integration
Auditing and Tracking
Tracking Records Flow in Workflow
Tracking all Records routed by PowerRouter
What are Permanent failed records in PowerRouter?
FAQ
How to exclude PowerRouter Running User from Salesforce Duplicate Rule?
How to set up SLA?
How to set up email notifications for assignments in Workflow?
How to handle records with failed assignments due to inactive/unlicensed or unavailable users?
Load Balancer Distribution Algorithm
How to remove wrong associated domains from account?
Routing Algorithms in Route to Team in PowerRouter
How to add a custom object in PowerRouter?
How to create workflows for routing custom objects in PowerRouter?
Settings
General Settings
Starting or Stopping PowerRouter
Setting up Match Settings
Setting up Duplicate Settings
Customizing Merge Options
Account - Contact Association Corrector
Notification Settings
Why to set up Notifications?
Setting Up Assignment Notification
Setting up Admin Notifications
Setting up Manager Summary
Email Templates
How to add fields in the Email Template?
Setting Up Email Template
Integration Settings
Setting up Slack Authorization
License Settings
Queue Settings
License Settings
Duplicate and Merge
Duplicates
Person Account - Duplicates & Merge Page
Person Account - Duplicate Component
Account - Duplicate Component
Merge
Person Account - Add Merge Review
Power Pipeline
Power Pipeline Dashboard
Power Pipeline Console
Power Pipeline People
Power Pipeline - Creating your first Team
Power Pipeline - Creating an Event
Power Pipeline - Capacity Profile Page
Power Pipeline Territory
Power Pipeline - Setting up Territories
Power Pipeline - Live Territory Page
Release Notes
Version 1.500 Series
Release 1.501
Release 1.502
Version 1.400 Series
Golden Release (1.436)
Nexus Release (1.435)
Release 1.432
Release 1.431
Release 1.430
Release 1.426.2
Release 1.424
Release 1.420
Release 1.419
Release 1.418
Release 1.416
Release 1.414
Release 1.412
Release 1.411
Release 1.409
Release 1.405
Release 1.404
Release 1.403
Release 1.400
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Version 1.300 Series
Release 1.346
Release 1.345
Release 1.332
Release 1.326
Release 1.324
Release 1.323
