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  • Home
  • Products
    • Product Overview
    • Routing Pro
    • Data management
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    • Power Pipeline
    • Dynamic Territories
  • Pricing
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    • Lead Reactivation
    • Sales Capacity Management
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    • Blogs
    • Ebooks
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Welcome to PowerRouter Help Center
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Router

Learn how to create or edit workflows, comprehend the various workflow components, and track the records that are routed.

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
+ 9 Articles
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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?
+ 6 Articles
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  • 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
      • Show Remaining Articles (4) Collapse Articles
    • Version 1.300 Series

      • Release 1.346
      • Release 1.345
      • Release 1.332
      • Release 1.326
      • Release 1.324
      • Release 1.323

Products

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  • Contact Us

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