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Lead assignment and routing rules v1.0.0

Use this resource to design automatic assignment of sales leads

New

  • 397 downloads
  • 158 likes
  • 196 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install lead-assignment-routing-rules

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent defines how each lead is assigned: rules by company size or deal value, round-robin distribution, AI scoring, territory mapping and workload balancing. It adds response-time (SLA) tracking and a dashboard.

Mostly picked by

Updated November 2, 2026

Card for the “Lead assignment and routing rules” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: routing strategies (rules, round-robin, scoring, territory, workload)
  • SKILL.md: full workflow, SLA tracking and reporting dashboard

Good fit for

  • Your leads arrive without clear rules and some go unanswered
  • You are moving from one sales team to several territories

Not for

    Tags

    • leads
    • routing
    • sales
    • crm

    About

    You say

    “Route leads above 500 employees to the enterprise team, the rest round-robin, with a two-hour SLA.”

    Card for the “Lead assignment and routing rules” skill

    Skill published by claude-office-skills under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to design automatic assignment of sales leads
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md13.3 KB

    Origin and licence

    Listed unmodified

    Author
    claude-office-skills
    Source
    github.com/claude-office-skills/skills/tree/9c4c7d5cd2813a8936bf2c9fdb174ea883b85a11/lead-routing
    Licence
    MIT

    Notice

    « lead-routing » (claude-office-skills, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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