Distribution rules

Create distribution rules based on your customized system.

Distribution rules enable you to assign meetings through a customizable round-robin system based on specific criteria.

Example Use Cases:

1. Based on company size: If you aim to distribute leads for companies with more than 500 employees to your enterprise account executive team, Distro checks the company size indicated in the lead’s form. The meeting is assigned to the next in line in your round-robin, provided the company has more than 500 employees. Otherwise, the lead does not qualify for the distribution rule.

2. Based on Location: If you want to distribute leads based on their geographical location, Distro checks the country information from your lead’s form and assigns the meeting to the next person in line in your round-robin.

What is the Difference Between a Matching Rule and a Distribution Rule?

A matching rule assigns the meeting to a specific user, while a distribution rule creates a round-robin or assigns the meeting based on your team's logic.

How to Create Distribution Rules:

1. Visit your Distro dashboard > Rules > “+New” > “+ Distribution Rule”

2. Name your rule for easy identification.

3. Create your conditions for distribution. Without any conditions to your distribution rule, all leads reaching this stage of the router will be distributed.

4. Select the team that will be assigned the meetings. You can allocate more meetings to specific users using the “Assign weightage” feature.

5. Choose Meeting Options and decide if you want to add default guests to the meeting.

6. Click on “Create Rule”. Your distribution rule is now ready to be added to a router.

Router creation

We recommend booking a meeting with your customer success manager to create both matching rules and distribution rules for optimal setup.