lead-routing
OfficialIntelligent lead assignment for sales teams.
Marketing & Sales#crm#lead scoring#sales automation#lead routing#lead assignment#territory management
Authorclaude-office-skills
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the complex process of assigning new sales leads to the right team members, ensuring timely follow-up and maximizing conversion potential.
Core Features & Use Cases
- AI-Powered Scoring: Ranks leads based on fit and intent.
- Territory Mapping: Routes leads based on geography and predefined sales territories.
- Round-Robin Distribution: Distributes leads evenly among team members.
- Workload Balancing: Prevents burnout by monitoring rep capacity.
- SLA Management: Ensures leads are followed up within defined service level agreements.
- Use Case: A new lead comes in from a mid-sized tech company in California. The skill scores the lead, identifies it as a high-priority 'A' tier, and routes it to the West Coast sales rep with the lowest current workload, triggering a task for immediate follow-up.
Quick Start
Use the lead-routing skill to assign a new lead with the details: John Doe, CTO at TechCorp, 500 employees, San Francisco, SaaS industry.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: lead-routing Download link: https://github.com/claude-office-skills/skills/archive/main.zip#lead-routing Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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