How to...

Get started or get a refresher

• Setup Routing Rules
• Add time off
• Create and edit a team
• Prioritize and manage teams
• Add Distributely to a Workflow in HubSpot
• Configure Cap Settings
• Add an agent cap
• Create a schedule
• Connect to HubSpot
• Create a team rule
• Add an additional admin user to my Distributely account?
• Add a "pipeline" condition to my deal or ticket team?
• Using a "Time between" property type
• Uninstalling Distributely
• Activating Distributely
• How can set a recurring (time based) lead cap?
• How can I create a lead queue?
• How can I reassign a lead if the assignee does not take action in a certain amount of time?
• How can I create a team with hundreds of rules (such as a list of cities)?