If you want to make sure that Distributely is going to assign records the way you want it to.
Before going live you can test Distributely by doing the following
- In Distributely under Settings > Distributions make sure the Distributions Active toggle is in the off position
- In HubSpot turn on the workflow using the Distributely workflow action
The Distributely action in the HubSpot workflow will pass records from HubSpot to Distributely, but record owners will not be updated while the Distributions Active toggle is in the off position. As records are enrolled in the workflow you will be able to see which teams they would have matched and the agent they would have been assigned to in the Distributely Logs. You can find Distributely Logs under Accounts > View Logs.