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Workspace Onboarding
- Quickstart Guide
Routing
- Queues
- Territories and Segments
Scheduling
- Events
Data Marketplace
- De-anonymization
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Integrations
Queue FAQs
Common questions regarding queues & Default.
Default credits back meetings in the following ways:
- If the lead cancels the meeting from the calendar invite.
- If the meeting owner cancels the meeting from the calendar invite.
- If the meeting owner goes to Default > Meetings > Mark as No-Show on the specific event.
Note that at this time deleting a meeting from the calendar does NOT sync in real-time back to Default.
Queues are not to be confused with event types, which are separate objects. Events are used alongside a Queue in the Workflow Builder.
Events handle:
- Availability
- Length of meeting
- Meeting host
- Notifications / reminders
Queues handle:
- Picking the right Queue Member -> assignment to right meeting host
- Depending on your qualification flow, and requirements, your team may run multiple queues. One queue for discovery (SDR operated) and the other that goes straight to demo (sales rep operated).
Queues can be integrated with Round Robin functionality in two ways:
Round Robin Node
The Round Robin node in workflows handles lead assignment only. Add this node to your Canvas when distributing leads to representatives. Note: This node is not for scheduling meetings.
Scheduling Link
Generate a Round Robin scheduler link by navigating to Events > Copy Link > Select a Queue. Leads who book through this link are automatically assigned to a queue member
Default has two queue types:
- Max fairness
- Max availability
Equitable routing can be achieved via either queue type, so long as you keep the **priority **(%) the same for each member.
Max fairness:
- Default determines the next member in the queue based on
total assignments+calibration. Whoever has the lower score, is “Next up”. - When a lead attempts to book, the calendar of the next up member is shown.
Max availability:
- Default determines all active and available members in the queue.
- When a lead attempts to book time, Default uses the
total assignments+calibrationcount for each available rep at that timeslot. The member with the _fewest _assignments is selected.
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