- AI-Agent
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Assign Sales Leads
Assign prepared leads to reps and mark follow-up status
Use this Agent instantly or customize it - no programming needed
- Run dateRun date
Your run date sets the date on the coordinator's daily task.
- Sales coordinatorSales coordinator
Your chosen sales coordinator receives the task with the day's results.
- Prepared sales leadsPrepared sales leads
Your prepared leads include contact details, routing fields, current owners, handoff statuses, and links.
- Lead routing rulesLead routing rules
Your rules define required details, authorized reps, territory and product routes, and tie breaks.
Your sales lead tracker lets this Agent check leads, save handoffs, and create your coordinator task.
- Lead assignmentsLead assignments
Your clearly matched, previously unowned leads show their selected sales rep as owner.
- Handoff statusesHandoff statuses
Your saved statuses distinguish leads ready for follow-up from leads needing review.
- Daily lead taskDaily lead task
Your coordinator gets one dated task with linked lead lists, review reasons, and save failures.
This Agent starts each morning at the time you choose. It checks prepared leads against your routing rules. It saves clear assignments and statuses, then gives your coordinator a linked task.
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KintoneUsed as:
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Made for your industry
Assign Sales Leads is made for businesses in these industries.
- Software
Route prepared product leads to reps and mark follow-up status.
Show all Agents for the Software industry - Wholesale Distribution
Route prepared buyer leads by territory or product and flag exceptions.
Show all Agents for the Wholesale Distribution industry - Financial Services
Route prepared financial product leads and flag owner conflicts.
Show all Agents for the Financial Services industry - Real Estate
Route prepared property leads to Agents and flag uncertain matches.
Show all Agents for the Real Estate industry - Insurance
Assign prepared policy leads by territory and flag owner conflicts.
Show all Agents for the Insurance industry - Telecommunications
Assign prepared service leads by region and flag routing gaps.
Show all Agents for the Telecommunications industry - Home Services
Route prepared service inquiries by area and flag missing details.
Show all Agents for the Home Services industry - Car Dealerships
Assign prepared shopper leads to reps and flag unclear handoffs.
Show all Agents for the Car Dealerships industry
Made for your role
Assign Sales Leads is made for people in these roles.
- Sales Development Representative
Mark assigned prospects ready for follow-up when details are complete.
Show all Agents for the Sales Development Representative role - Sales Operations Specialist
Apply rep routing rules and flag leads with ownership conflicts.
Show all Agents for the Sales Operations Specialist role - Sales Representative
Mark assigned leads ready for follow-up when details are complete.
Show all Agents for the Sales Representative role - Sales Manager
Mark sales leads ready for reps and flag routing exceptions.
Show all Agents for the Sales Manager role - Sales Coordinator
Assign prepared leads and list handoffs that need a decision.
Show all Agents for the Sales Coordinator role - Sales Operations Manager
Keep lead assignments tied to rep rules and flag exceptions.
Show all Agents for the Sales Operations Manager role
Made for your department
Assign Sales Leads is made for people in these departments.
- Sales
Assign prepared leads to reps and mark who can follow up.
Show all Agents for the Sales department - Sales Operations
Route prepared leads by rep rules and list exceptions for review.
Show all Agents for the Sales Operations department - Business Development
Assign prepared prospect leads and flag cases needing a decision.
Show all Agents for the Business Development department - Revenue Operations
Apply lead routing rules and surface ownership conflicts.
Show all Agents for the Revenue Operations department
How Assign Sales Leads works
5 steps, in order, on every run.
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Find Leads Needing AttentionFind prepared leads with no owner, no handoff status, or a Needs review status. Read their contact and routing details.
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Check Your Routing RulesCompare lead details with your rep rules. Keep valid owners and identify missing details or uncertain routes.
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Save Clear AssignmentsAssign a rep to unowned leads when your rules identify one. Leave conflicting existing owners in place for review.
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Mark Follow-Up StatusMark leads Ready for follow-up when their owner and details pass your checks. Mark other leads Needs review.
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Give Your Coordinator a Daily ListCreate a dated task with links to ready leads and review cases. Include decision reasons and save failures.
How to Get Started
Connect the tools you already use, such as LeadConnector, Airtable or monday.com.
6 tools
- Choose the daily run time and time zone and name the sales coordinator who receives the summary task.
- Identify the lead property that marks intake as prepared and the lead fields used for routing, such as region and product interest.
- Set the required contact details, the rep routing table and tie-break order, and the authorized rep list; keep those choices current when assignments change.
- Create a handoff-status property with Ready for follow-up and Needs review values; leave it blank until this check has run.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Assign Sales Leads:
Yes. You choose the required contact details and authorized reps. You also set territory and product routes, plus a tie-break order.
The lead stays unassigned and shows Needs review. Your coordinator sees the missing or conflicting route in the dated task.
The current owner stays in place. The lead shows Needs review, and your coordinator sees the conflict in the task.
Your coordinator sees the save failure in the dated task. The lead stays off the ready list until someone can resolve it.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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