sales-lead-routing
OfficialAutomate and optimize lead routing for sales teams
Authorsales-skills
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Lead routing is often slow, inconsistent, and misaligned with rep capacity, causing missed opportunities and uneven workload. This Skill helps design and implement routing models that match leads to the right reps, speed up response times, and scale routing as the team grows.
Core Features & Use Cases
- Tool-agnostic routing design across Salesforce, HubSpot, Salesloft, Apollo, and standalone systems.
- Supports Round-robin, Territory-based, Score-based, and Account-based routing, with a clear priority waterfall and SLA considerations.
- Provides implementation guidance for CRM configurations, queues, workflows, and capacity planning; includes common use cases like territory routing for multiple AEs, and score-based tiering with overflow handling.
Quick Start
Describe your team structure, lead sources, and current routing so I can design a complete routing model and implementation plan.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 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: sales-lead-routing Download link: https://github.com/sales-skills/sales/archive/main.zip#sales-lead-routing Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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