🚀 Native Enrichment by RevenueHero: RevenueHero fills in all your prospect details with just the email. Instant enrichment, automated scheduling, more pipeline! — Learn more
🚀 Native Enrichment by RevenueHero: RevenueHero fills in all your prospect details with just the email. Instant enrichment, automated scheduling, more pipeline! — Learn more
Route meetings to multiple folks via Group Round Robin with Distribution rules.
Consider a scenario where you want both an AE and a SE to be on the same call.With Group Round robin, we can automatically assign a meeting with reps from different functions.The first step is for us to create the different groups within the same team in RevenueHero
To create a Distribution Rule, use the side nav bar and click on Inbound → Distribution Rules.
Now, click the ”Create New Rule” button on the top-right corner of your screen.
The pop-up for Distribution Rule Setup requires you to first choose who should the meetings be assigned to.
Click on “Assign to Multiple Members” in the pop-up for Distribution Rule Setup.
Pick the group that would be the primary participant. This is the group that would be round robin-ed based on the account setting i.e Strict/Flexible Round Robin.
The members from the second/third group will be added based on availability.
Once selected, you can adjust the meeting weightage for each team member.
There are a couple of settings that you can tweak and change in your distribution rule.
Rule nameGive your Distribution Rule a name.For example, if you’re creating a Distribution Rule for your USA sales team, you can name it US sales.Update account ownerYou can choose to update the account owner in your CRM by checking the tickbox.Add guests for all meetingsYou can add guests to meetings every time a meeting is booked through this Distribution Rule. This is particularly helpful if you’ve recently onboarded a new sales rep and you want their manager to be on calls to guide them, for example.Override default meeting settingsThis is particularly helpful if you want to add a different meeting type to your router and override the meeting type that is selected in the router.
Click “Save”.Your group round robin distribution rule is set and ready to be used in your Inbound Router. 🎉