Team Settings

Team Settings

Each team has various settings that you can optionally change. Most of these are advanced so you may not need them until you hit a more complex use case. Team Name - Change the team name. Team Filter…

Updated 11 months ago

Active status

Within the team settings page, we have an Active status field and Active status values. This section explores these settings in more detail. What does active mean? So firstly let's define what active…

Updated 7 months ago

Assignment Field

By default Distribution Engine will assign to the standard Salesforce owner field. However, in some more advanced use cases you may want to use a different field to denote assignment. Distribution En…

Updated 7 months ago

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