Vacation
Vacation and distribution settings allow you to easily control how leads are distributed across your workspace and team members.
Last updated
Vacation and distribution settings allow you to easily control how leads are distributed across your workspace and team members.
Last updated
Distro can automatically detect vacations from a team member's calendar. It looks for full-day busy events (24-hour slots with no gaps). These can be single days or recurring events. Partial day blocks are not counted as vacation time.
When a team member has a full-day block, Distro will skip them in the round-robin assignment and give leads to other available team members.
Distro treats distribution rules and matching rules differently:
Matching rules:
Use the "cover for colleague" logic by default
This means if the assigned person is unavailable, Distro will try to find a suitable replacement
Distribution rules:
Simply skip unavailable users based on the settings
No attempt is made to find a replacement; it just moves to the next available person in the rotation
This distinction allows for more flexibility in how leads are handled when team members are unavailable, depending on which type of rule is being applied.
Toggle the vacation calibration setting if you want to remove users from metting assignments during their vacation.
The vacation buffer setting controls when team members are removed from and re-added to lead distribution around their vacation periods.
Let's say Emma has a vacation from March 10th to March 20th, and the vacation buffer is set to 2 days before and 1 day after.
Emma will stop receiving leads on March 8th (2 days before vacation starts)
She'll start receiving leads again on March 19th (1 day before vacation ends)
Zero Buffer: If set to "0", the team member is removed on the first day of vacation and added back on the last day.
Buffer Longer than Vacation: If the buffer is longer than the vacation (e.g., 5-day buffer for a 3-day vacation), the team member remains in the distribution.
Different Before/After Settings: You can set different numbers for the before and after buffers.
Partial Days: The system only considers full days for vacation and buffer calculations.
Toggle the Cover for colleagues on vacation setting if you want to re-route meeting assignments to a designated colleague during their vacation.
Distro will never update lead/contact owner in the CRM when cover for colleagues is triggered.
The cover for colleagues on vacation buffer set how many days before/after the vacation the colleague should receive meeting assignments.
Let's say Emma has a vacation from March 10th to March 20th, and the vacation buffer is set to 2 days before and 1 day after.
Emma will stop receiving meetings on March 8th (2 days before vacation starts)
Her designated colleague will start receiving meetings 2 days before vacation starts.
She'll start receiving leads again on March 19th (1 day before vacation ends)
Her designated colleague will stop receiving meetings 1 day before vacation ends.
Users can set up a colleague themselves. Head to Settings -> Profile
Admins can also manage the users settings. Head to Settings -> Members
