Create a Team

Teams in Distro allow you to group sales representatives together for automated meeting distribution. You can use round-robin or custom logic to distribute leads among team members, making it easier to manage meeting assignments efficiently.

Creating a Team

1

Click on Teams in the left sidebar navigation menu

2

Look for the "+ New Team" button in the top right corner

3

Click the "+ New Team" button

4

In the "What do you want to call this team?" field, enter a descriptive name

5

Select the appropriate timezone for your team

Adding/Removing Members to a Team

When a Distribution Rule evaluates to true and a meeting is created, the meeting will be assigned to either a single user or a team depending on the rule's distribution type.

When you add a new team member mid-month, our algorithm will initially prioritize assigning them meetings to help balance the workload. However, it ensures a fair distribution by not overloading the new member.

Managing availability of a Team

For each day of the week, you can set specific time slots by selecting start and end times from the dropdown menus. Click the "+" button to add multiple time slots for a day to accommodate different schedules and time zones.

Prospects will be able to book time slots according to the timezone of the team and the team availability.

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