If records are not being assigned to owners in HubSpot here are a few things to check.
Make sure to check the following items if you notice that Distributely is not behaving the way you expect it to
- Workflow: Do you have a workflow in HubSpot turned on with records enrolling correctly and the Distributely action included?
- Schedule: Do any of your agents have scheduled time off that would pause them from the rotation?
- Availability: Do any of your agents have availability during certain days of the week that would pause them from the rotation?
- Rules: Are your team rules set to match incoming records appropriately?
- Routing: If you are using a weighted round-robin or capacity-based weighting, are any reps weighted significantly lower than others?
- Routing: Under your routing rules is the active box next to a team member's name checked?
- Team Type: Is your team set up as the appropriate team type (contact, company deal or ticket)?
- Team Active: Is your team set to active?
- Distributions Active: Under settings, is the Distributions Active toggle set to the On position?
- Default team: Do you have a team set as your default team?