II.
LibraryProcess overview
Reference · livelib-process:sales--lead-routing-assignment
lead-routing-assignment overview
Automated lead routing and assignment process with territory rules, round-robin distribution, and rep capacity balancing.
Attributes
displayName
lead-routing-assignment
description
Automated lead routing and assignment process with territory rules, round-robin distribution, and rep capacity balancing.
libraryPath
library/specializations/domains/business/sales/lead-routing-assignment.js
specialization
sales
references
- - LeanData Lead Routing: https://www.leandata.com/ - Chili Piper Routing: https://www.chilipiper.com/
example
const result = await orchestrate('sales/lead-routing-assignment', {
leads: [{ id: 'L001', company: 'Acme', industry: 'Tech', region: 'West' }],
routingRules: { byRegion: true, byIndustry: true, roundRobin: true },
territories: [{ id: 'T1', rep: 'Rep1', regions: ['West'] }]
});
usesAgents
- data-enrichment-specialist
- lead-scoring-specialist
- territory-specialist
- capacity-analyst
- assignment-optimizer
- exception-handler
- metrics-analyst
- report-generator
Outgoing edges
lib_applies_to_domain1
- domain:sales·DomainSales
lib_belongs_to_specialization1
- specialization:sales·SpecializationSales
lib_implements_workflow1
- workflow:customer-journey-optimization·WorkflowCustomer Journey Optimization
lib_involves_role3
- role:account-executive·RoleAccount Executive
- role:sales-engineer·RoleSales Engineer
- role:customer-success-manager·RoleCustomer Success Manager
lib_requires_skill_area3
- skill-area:sales-methodology·SkillAreaSales Methodology
- skill-area:customer-success·SkillAreaCustomer Success
- skill-area:revenue-operations·SkillAreaRevenue Operations
Incoming edges
None.