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Lead routing rules between marketing and sales v1.0.0

Use this resource to define or adjust lead assignment rules

New

  • 339 downloads
  • 111 likes
  • 172 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install lead-routing-rules-2

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 links your qualification thresholds and enrichment fields to an owner model (round-robin, territory, pod), then simulates capacity before you change your SLAs. You get a rule book and its automation flow.

Mostly picked by

Updated November 2, 2026

Card for the “Lead routing rules between marketing and sales” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: four-step framework (qualification, owners, capacity, automation)
  • SKILL.md: rule templates and troubleshooting tips

Good fit for

  • You are moving from manual assignment to automatic round-robin
  • Leads are misrouted or left without an owner

Not for

    Tags

    • leads
    • assignment
    • CRM

    About

    You say

    “Propose a territory-based assignment rule for my B2B leads, with a fallback when a rep is at capacity.”

    Card for the “Lead routing rules between marketing and sales” skill

    Skill published by gtmagents under the Apache-2.0 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 define or adjust lead assignment rules
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.2 KB

    Origin and licence

    Listed unmodified

    Author
    gtmagents
    Source
    github.com/gtmagents/gtm-agents/tree/78e0419f4440bcb43bc80127e174ecf5adef1753/plugins/sales-handoff-orchestration/skills/routing-logic
    Licence
    Apache-2.0

    Notice

    « routing-logic » (gtmagents, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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