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Distribution rules help assign a new owner to an incoming lead and their meeting. You can route based on a round-robin or your custom logic. You can keep it as simple or complex as you’d like and distribute it across all or specific members of a team. Once created, Distribution rules can be used to route meetings that come through your Inbound or Campaign router.

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Steps to create a Distribution Rule

BEFORE WE BEGINThere are a couple of pre-requisites to create your first Inbound Router:
  1. Integrate one of your CRM tools
  2. Create a Team to distribute leads and meetings
  1. To create a Distribution Rule, use the side nav bar and click on Inbound → Distribution Rules.
  2. Now, click the ”Create Distribution Rule” button on the top-right corner of your screen.
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  1. Choose whether the meeting needs to be assigned to one host or a group.
    1. Round robin with one team - a single rep is chosen from the team and hosts the meeting.
    2. Collective round robin - a primary rep is chosen, and one or two additional members from selected groups join the meeting. Use this for multi-rep meetings such as an AE plus a solutions engineer.
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  1. If you choose Round robin with one team, pick the team within which to round robin the meeting. Click Proceed.
  2. If you choose Collective round robin, pick the team and the primary, secondary and tertiary participant groups. Collective round robin requires at least two groups. The third is optional, depending on your requirement. Click Proceed.
Collective round robin presents your prospects with slots where all participants are available to enable a scheduling experience where all the relevant participants from your team are present without coordination hassles.
Collective Succinct
  1. Set conditions This is where you tell RevenueHero which input to look up to set this condition - a form field, a CRM field or RevenueHero enrichment.
Distribution Rule Create
  1. You can add multiple conditions with a combination of AND or OR for the Distribution Rule to check before meetings are assigned. Once you have all the relevant conditions in place, click Proceed.

    Preview your distribution rule and confirm by clicking I’m happy with the distribution rule.
D Rreview Name the rule and press Create Distribution Rule. DR Naming Review the rule and add rule specific overrides for guest addition, rule specific meeting types and rule specific redirect experiences for prospects who match this rule under Advanced settings. DR Advanced Be sure to click Submit to save these settings.