A distribution Team is a group of users to whom Chili Piper will assign prospects based on your configured settings. Consider these as "assignees" who will take ownership in Salesforce.
Let's explore distribution teams!
Who should you put in a Team?
Groups of users that are part of a similar Team within your company - for example, Northeast SDR Team Enterprise AE Team - all of these users should be put into a Team together.
In this section, you can add, remove, and manage those Team members.
Managing Your Team
In this section, we'll explain every feature and data available within Distro's Teams:
Team Data
The status column will display either Active or Draft.
Active - The Team has no unpublished changes and is ready to go!
Draft - The Team has been recently created and needs to be published. All changes are autosaved, but Admins need to publish changes to ensure that they'll affect newly created (duplications included) teams:
The Users In Team column shows how many users each Team has.
The Last Modified column will show the last date the Team was modified and the Created By one, the User who created the Team.
Members List
The member list screen, you'll give Admins some useful information about their teams:
- List of Team members
- Calendar Status (Connected or Not Connected)
- CRM Status (Connected or Not Connected)
- Date Added
Admins will also be able to manage their teams by adding and removing reps according to their needs:
If you're searching for users already in the Team, Distro will display a message ("In Team") next to the rep's name.
As soon as any changes are made to the Team members list, Distro will display a message next to each member's name stating that there are Unpublished Changes. You'll need to publish your teams to make sure the Team is up-to-date.
Re-Ordering your Team
You may want to use this feature to manipulate the order in which your Team will receive new objects in Distro.
You can drag and drop to re-order your Team according to what you would like to:
Updates will also need to be published after that!
Bulk Updates
To facilitate the Distro team's management, you can also remove/add users in bulk:
Once again, updates will also need to be published after that!
Duplicating Your Team
You can also duplicate an existing Team to facilitate Team creation:
By default, duplicated teams will be created as "Copy Of Team Name," and their status will be "Draft," meaning that you'll also need to publish it to be Active and good to go!
Calibration
If a rep is on vacation (has an all-day busy blocking event on their calendar), we will not consider them for distribution that day. This feature is enabled by default, but it can be updated within your Workspace settings:
Similar to Concierge, you can also set how many days before vacation starts they are removed from distribution, and the days before vacation ends, they are re-added to distribution:
There is a hidden calibration within each Team within Distro. This "current level" is not displayed in our UI, as each rep should be evenly distributed in order. This calibration is not impacted when doing ownership matching.
This distribution calibration resets, by default, on the first of each month, but it can also be updated now within your Distribution settings:
If a Team appears in more than one CRM router, we will consider the calibration of the Team-level. For example, if a rep appears in two routers and multiple leads are distributed to both routers, rather than assigning them both to the same rep, we will continue to distribute in the order of the Team.