How to create a team?

A team is how you tell RevenueHero “these are the people who can receive meetings.” Every distribution rule points to a team, but how meetings get assigned within that team is flexible. You can round-robin across all members, route to a subset of selected members based on conditions, or assign to a single rep for a specific territory or product line. The team is the container; the distribution rule is the logic. ₹

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How teams work

When a prospect submits a form and reaches your scheduler, RevenueHero evaluates your distribution rules to determine who should get the meeting. Each distribution rule points to a team and specifies how to assign within it:

• All members: Round-robin across everyone in the team. The simplest setup.
• Selected members: Pick specific reps from the team for this rule. You can create multiple distribution rules pointing to the same team, each routing to different members based on conditions like company size, region, or product interest.
• Single member: Select one rep. Useful when a specific territory or product line belongs to one person (e.g., all DACH leads go to Frank, or all CLM product inquiries go to Sahana).

Beyond assignment, teams also control:

• Availability: The team’s working hours define when prospects can book. This is especially important for multi-region setups where US reps should only show availability during US hours and EU reps during EU hours.
• Groups: Sub-groups within a team for collective round-robin (e.g., pair an AE with an SE on every call so the prospect meets both).
• Roles: Each member has a role (Admin, Manager, or Member) that controls what they can edit within the team.

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Create a team

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Step 1: Open the Teams page

Click Teams in the left sidebar. This shows all existing teams in your account with member count, group count, timezone, and member avatars. Click Create Team in the top-right corner.

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Step 2: Select members

The wizard opens with the question: “Who has to be part of this team?” Search by name or scroll the list and check each member you want to add. You can add members now or click Skip for Now to add them later from the team detail page. Click Proceed to continue.

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Step 3: Set the team’s availability

Choose when this team can receive meetings. You have three options: The timezone shown is your account’s base timezone. You can change the team’s timezone later from the team settings. Click Proceed to create your team.

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The team detail page

Once your team is created, you land on the team detail page. This is your central view for managing the team. The page has three sections:

• Members (left): All reps on this team with their email, calendar integration status, and role (Admin, Manager, Member). Hover over a member to see edit and remove actions.
• Groups (top right): Sub-groups for collective round-robin pairings (e.g., AE + SE pairs). Click View more to manage groups.
• Availability (bottom right): The team’s working hours grid. Click View to edit.

From here you can:

• Click Invite Member to add new reps
• Click Settings to rename the team or change its timezone
• Create groups for collective round-robin setups

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How teams connect to routing

Teams become active when you reference them in your routing setup. The full chain looks like this:

1. Create a team (this article) to define who can receive meetings
2. Create a distribution rule that points to this team and specifies the assignment logic (all members, selected members, or single rep) and any conditions (company size, region, product)
3. Attach the distribution rule to an inbound router, campaign router, or relay

You can create multiple distribution rules that point to the same team, each with different conditions and different selected members. For example, with one “Sales” team of 10 reps:

• Rule 1: Leads with fewer than 500 employees go to Evan (single selected member)
• Rule 2: Leads with 500 or more employees round-robin among the other 9 AEs (selected members)
• Rule 3: Fallback rule round-robins across all 10 members

This is how you build territory or segment-based routing without creating dozens of teams. The team stays simple; the distribution rules handle the logic.

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One team or many?

This is the first structural decision you’ll make. There’s no universal answer, but here’s how customers typically approach it:

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Your team is ready. Next, create a distribution rule to define how meetings get assigned to the reps on this team. 🎉🎉🎉