Assign sales leads using scoring, territory mapping, and workload balancing.
npx skills add https://github.com/claude-office-skills/skills --skill lead-routing
Please help me install this Agent Skill. Skill: lead-routing Source: https://github.com/claude-office-skills/skills/tree/main/lead-routing Command: npx skills add https://github.com/claude-office-skills/skills --skill lead-routing
This Skill automates the complex process of assigning new sales leads to the right team members, ensuring timely follow-up and maximizing conversion potential.
Use the lead-routing skill to assign a new lead with the details: John Doe, CTO at TechCorp, 500 employees, San Francisco, SaaS industry.
High-intent search queries and answers about installing and using this skill.
Automated lead routing assigns new sales leads to the right reps using AI-powered scoring, territory mapping, round-robin distribution, and workload balancing to ensure timely follow-up and maximize conversion.
AI-powered lead scoring ranks incoming leads based on fit and intent data like company size, industry, and geography. This identifies high-priority tiers, triggering immediate follow-up tasks for reps with available capacity.
Yes, this skill integrates with CRM systems via MCP tools like hubspot_assign_owner and salesforce_route to automate territory-based routing, lead qualification, and SLA compliance directly within your sales operations.
Workload balancing prevents burnout by monitoring rep capacity during round-robin distribution. It routes new leads to the sales rep with the lowest current workload, ensuring even distribution and SLA compliance.
Territory mapping routes leads based on geography and predefined sales territories. A lead from San Francisco routes to the West Coast rep, combining location data with workload balancing for precise assignment.
Yes, SLA management ensures leads are followed up within defined service level agreements. The routing skill triggers immediate tasks for high-priority leads, enforcing timely contact and compliance.
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