Routers

Routing Concepts and Options

• Routing Basics
• Router Canvas
• Auto Conversion Setting
• Capping and Leveling
• Create Tasks for Owner while Routing
• Escalation and Automatic Re-assignment

See all 9 articles

Lead Router

• Lead Router Overview
• Create Lead Router
• Visual Lead Flow
• Create Sub Router
• Assignment conditions
• Inactive Lead Owner Management

See all 7 articles

Contact Router

• Contact Router Overview
• Create Contact Router
• Assignment Conditions
• Contact Processing Without Routing
• Visual Contact Flow

Account Router

• Account Router Overview
• Create Account Router
• Account Router Options
• Visual Account Flow

Opportunity Router

• Opportunity Router Overview
• Create Opportunity Router
• Visual Opportunity Flow

Partner Lead Router

• Partner Lead Router Overview
• Steps to create Partner Lead Router:

On The Spot Router

• Bad Lead Request Credit
• On The Spot Router Overview
• OTS Router Setup