Distribution rules

Use a distribution rule to qualify prospects and share meetings across a team. Conditions can use form answers, supported CRM fields, or configured enrichment data.

Open Form routing → Distribution Rules → New Distribution Rule. Work through Basics, Conditions, and Assignment.

Qualify the prospect

Give the rule a descriptive name. Add a field, operator, and value for each condition. Combine conditions with AND when all must match, or OR when any may match.

For example, match a country and company-size range to an enterprise team. Provider-based conditions need the relevant enrichment connection; a field that has no usable value may not satisfy your condition.

Choose the team

Under Meeting assignment, select a Team and its Round-robin participants:

• All members includes the selected team's active members.

• Selected members lets you choose eligible teammates and adjust assignment weights.

A weight of 2 gives a teammate a larger intended share than a weight of 1. Actual totals also depend on availability, credits, and recent assignments. Review Distribution methods to choose strict or flexible behavior in the router.

Sync the CRM owner

Enable the owner-update setting and select the CRM owner properties you want to write. For strict Form Router distribution, an owner update can be queued during routing. For flexible distribution, the host is selected at booking, and the owner update can be queued after that booking. Flexible distribution does not disable CRM ownership updates.

These updates require the connected CRM and valid property/member mappings. Vacation coverage does not replace the original CRM owner.

Set meeting options

Default guests adds guests to the invitation without checking their availability. Use Override meeting settings to choose a different event type from the router default.

Save the rule, add it to the router's Distribution priority, and order the rules from most specific to broadest. Test representative prospects and activate the router version. Review Distribution history and Calibration to understand later assignments.