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route-leadPurpose, usage and source

Decide who owns an unrouted lead or opportunity and manage the handoff - deterministic routing by the org's own rules, a routing card the human router accepts or overrides, and drafted handoff notes. Use when the user says "route this lead", "who should own [lead/opp]", "work the routing queue", "assign [company] to a rep", or on a scheduled intake sweep.

Source retrieved:

Source repository
anthropics/knowledge-work-plugins
SKILL.md
sales/skills/route-lead/SKILL.md
Repository stars
34,049
Repository updated
2026-10-30
Categories
Business
Last collected

License: License file needs review

Source SKILL.md

Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.

The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.

What this Skill does

Decide who owns an unrouted lead or opportunity and manage the handoff - deterministic routing by the org's own rules, a routing card the human router accepts or overrides, and drafted handoff notes. Use when the user says "route this lead", "who should own [lead/opp]", "work the routing queue", "assign [company] to a rep", or on a scheduled intake sweep.

How the upstream workflow works

Step 1 - Ground the routing rules

Check which tools are connected (plus any org facts the user or the project instructions already gave). The routing rules are the org's own, given by the user or the project instructions and refined by override feedback: region/territory map, employee-count bands, industry map, named-account lists, and the ownership precedence - a matched existing account routes to the account owner; an open opp on that account routes to the opp owner (open-opp owner wins). If no rules are known yet, ask once, use them for this conversation and suggest adding them to the project instructions. Deterministic means: same input, same rule, same answer - the rule used is always named.

Upstream passage · L39 ↗

Step 2 - Resolve and route

From the CRM: match the lead's company/domain against existing accounts and open opps (ownership precedence first), then apply the rule chain (region -> employee band -> industry -> round-robin or default queue, per the org's recorded order). Run lead-triage's scoring for the qualification verdict if not already attached.

Upstream passage · L52 ↗

Step 3 - The routing card

One card per lead (a batch renders as an artifact board - a card per row, actions attached; a single lead is text): Recommended owner + the exact rule used ("matched account [X], owner [name]" / "region EMEA + band 500-1000 -> [name]") Qualification verdict: convert yes/no, priority (from lead-triage), DQ reason if DQ Handoff note draft to the recipient - short, with the lead's context and the triage evidence (chat draft or paste-ready)

Upstream passage · L60 ↗
Upstream passage · ↗
tiers:
  files-only:   routing cards from a pasted lead or uploaded queue
                export + the recorded rules; handoff/info drafts as
                paste-ready text
  read-only:    live crm matching + queue pull; accepted routings as
                a checklist
  gated-writes: ownership changes the router accepts, within connector
                permissions, verified per record with the rule/override
                reason cited

Requirements and setup

No short requirements passage was selected from this file. This does not mean the Skill has no dependencies. Check the repository setup instructions and referenced files.

Limits and quality checks

No separate limits passage was selected from this file. This does not mean the Skill is safe for every input or environment. Review the complete source and validate your own result.

Start with a safe trial

  1. Check the supported host and the repository installation instructions. Keep the Skill directory and its referenced scripts, assets and documentation together; SKILL.md alone may omit dependencies.
  2. Give the agent your real input, desired output and acceptance criteria. Invocation syntax and available tools depend on the host; this site does not assume a universal install command.
  3. Try the source workflow in a disposable project or on a copy. Review operations that change files, remote services or billable resources before allowing them.
  4. Validate the output against the source quality checks and your own requirements. A successful trigger or a high repository Star count does not establish a correct result.

Skill format and directory specification ↗

Read further in the source

Translation and scope

This reading guide selects passages from the pinned upstream SKILL.md. Translation is assisted. It is not a complete manual or a claim of tested compatibility. Read the original and its referenced files before use.

This introduction refers to the pinned version below; current repository activity and collection time are shown separately.

Source retrieved
Source commit
2574e29377c7173d0cecffef29a6ecbd7f8ccb5d
Source SHA-256
66f16ac832dc476e92162eb4b95859644a4b5ab5089abab4e636e4c5307ef95b
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