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Lead routing rules for sales reps v1.0.0

Use this resource to design inbound lead assignment so no lead is left without an owner

New

  • 579 downloads
  • 134 likes
  • 174 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install lead-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 builds a precedence ladder evaluated top-down, with lead-to-account matching, territories, round-robin variants, a catch-all queue and SLA escalation. It also plans a safe rollout. You get documented, testable routing logic.

Mostly picked by

Updated November 2, 2026

Card for the “Lead routing rules for sales reps” skill

Details

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

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What you get

  • SKILL.md: interview, precedence ladder and distribution variants
  • references/: ladder example, speed-to-lead evidence, test pack and rollout

Good fit for

  • Leads sit unworked in a CRM queue
  • Round-robin distribution is lopsided across reps

Not for

    Tags

    • lead routing
    • assignment
    • territories
    • RevOps

    About

    You say

    “Design inbound lead routing rules by territory and company size, with round-robin distribution.”

    Card for the “Lead routing rules for sales reps” skill

    Skill published by mbfinotti 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 inbound lead assignment so no lead is left without an owner
    3. Review and adjust the result

    Content preview

    Files

    • evals/evals.json29.1 KB
    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/precedence-ladder-example.md6.9 KB
    • references/speed-to-lead-evidence.md7.1 KB
    • references/test-pack-and-rollout.md7.9 KB
    • SKILL.md22.9 KB

    Origin and licence

    Listed unmodified

    Author
    mbfinotti
    Source
    github.com/mbfinotti/revops-skills/tree/12fd9f5537bbc6c23bff6222bc774685245a110b/skills/lead-routing
    Licence
    MIT

    Notice

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

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