Create a team rule

Use team rules to decide which types of records should be assigned to your team

Team Rules allow you to establish the set of conditions or criteria that determine when a record from a given object should be routed to a particular team. They essentially act as a trigger to assign a record to an owner from the team which will fire when the conditions are met. A condition consists of a property, an operator and a value. Records containing a property value that matches your conditions based on the chosen operator and match type will be assigned to the team.

To add a rule, do the following:

From the Team Detail page, click Add Rule
Name your rule and click the Create Rule button
Click the Select a property dropdown
- Choose the property that you would like to use to trigger your team
  - Properties will be pulled directly from the HubSpot account that Distributely is connected to. You will only be able to select properties corresponding to your Team Type. For example, if you are creating a rule for a Contact Team, then you will only be able to build a rule based on contact properties. If you are creating a Deal Team, then you will only be able to build a rule based on deal properties.
- Select the appropriate operator
- Select the appropriate property value
- Click the ADD button
- Repeat these steps until you have added all of the conditions for your rule
Once you have finished adding conditions choose the appropriate match type by clicking the Match ANY Conditions dropdown
- Choosing the Match ANY Conditions match type will use OR logic to match records that meet at least one of the conditions you have configured
- Choosing the Match ALL Conditions match type will use AND logic to match records that meet each of the conditions you have configured

When you have completed these steps, you should see the most recent rule added to the list of CURRENT CONDITIONS. If you’re setting up your Team Rules for the first time Current Conditions will be empty until you add your first rule