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This guide is for admins who set up a new Default workspace. It covers shared tools, routing that sends inbound leads to the right person, and team invitations. After your team joins, each member finishes their own setup with Member onboarding.
Default’s apps live in the Dock, the app bar at the bottom of the screen. This guide moves between the Settings and Routing apps.The steps here need admin access.

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1. Connect your shared tools

Connect the workspace-level tools first. Routing and scheduling then have data to work with.
1

Open the Integrations page

Open Settings from the Dock. Select Integrations under Workspace Settings.
2

Connect your CRM

Select Connect on Salesforce or HubSpot. Default then reads and writes records and triggers automation when records change.Salesforce needs the Default managed package installed in your org first. See Salesforce.
3

Connect your conferencing tool

Select Connect on Zoom, Google Meet, or Microsoft Teams. You connect it once for the whole workspace, and booked meetings then include a video link.
For example, connect your company’s Salesforce org and Zoom. Each member connects their own calendar during Member onboarding, not here. See Integrations for the full provider list.

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2. Create a routing policy

A routing policy holds the rules a queue runs: the distribution rule, the tiebreaker, and crediting behavior. Policies are reusable, so one policy can drive many queues.
1

Open the Policies tab

Open the Routing app from the Dock. Select the Policies tab.
2

Create the policy

Select Create Policy.
3

Set the general options

On the General tab, name the policy. Choose whether it routes meetings, objects, or both.
4

Choose the assignment rules

On the Assignment tab, choose a distribution rule and a tiebreaker. The distribution rules are Take turns equally, Most available calendar time, and Least recent assignment.
For example, create Inbound Demo Policy that routes both meetings and objects. It takes turns equally, also called round robin, and breaks ties by recency. See Policies for every rule and option.

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3. Create your first queue

A queue is a named group of people that points at a policy. The routing engine scores the queue’s active members and picks who gets each lead or meeting.
1

Open the Queues tab

In the Routing app, open the Queues tab.
2

Create the queue

Select Create Queue.
3

Name it and pick a policy

Give the queue a name. Choose the policy you just created.
4

Add members

Add members to the queue.
5

Turn the queue on

Default starts to route to the queue immediately.
For example, create West AE Round Robin, point it at Inbound Demo Policy, and add three AEs. See Queues for managing members, weights, and calibration.

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4. Invite your team

1

Open the Users page

Open Settings from the Dock. Select Users under Workspace Settings.
2

Invite your teammates

Select Invite People. Enter each teammate’s email address.
3

Send the invitation

Select Send. Or use Copy link to share the invitation through Slack or another channel.
4

Finish the invitations

Select Done. New members appear in the table after they accept.
For example, invite newrep@acme.com, send the email, and add them to your queue from step 3.
Your workspace now routes inbound leads. Each member now finishes their personal setup.

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Next steps

Member onboarding

Send this to each teammate to set up their profile, availability, and booking link.

Routing

Manage queues, members, and routing policies.

All settings

Everything you can configure for yourself and your workspace.