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.

When Routers are configured to inherit availabilities from the team, meetings will be automatically distributed within these defined time slots.

For Ownership Rules, the system will inherit availabilities from individual user settings rather than team availability.