When an incoming object (eg contact) matches the rules for a team, but all agents on that team have already met their cap (see article on capping here) Distributely will by default assign the contact to the account admin. If you would instead like for the subsequent leads to go into a lead queue, to be assigned to the next available agent on the matching team, you can do so by utilizing a Hubspot workflow as described below. This workflow could be incorporated into your existing lead Distribution workflow, or as a new workflow.
- Create a workflow where the trigger enrollment matches your current lead distribution trigger, but additionally requires that the current owner be your Distributely account admin.
- After the enrollment trigger, set a short delay (for example 1 hour) and then route the lead back through Distributely.