---
title: "Lead Allocation"
section: "Agent store — Sales — Lead Management"
canonical_url: "https://leverge.ai/agents/sales/lead-management/lead-allocation"
category: "Sales"
process: "Lead Management"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# Lead Allocation

Upload new leads and your rep roster, and get each lead assigned to a rep by fit and current workload — with the reasoning shown so a manager can override it.

## At a glance

- Business function: Sales
- Process: Lead Management
- Runs: run on demand
- Run cost: 5 credits
- Uses a knowledge base: no

## What it needs

- **New leads** (file upload) — One row per lead: company, industry, size, region, source, what they asked for.
- **Rep roster** (file upload) — One row per rep: region, specialisms, open leads, current capacity.
- **Routing rules** (form)

## How it works

1. Reading the lead list
2. Reading the rep roster
3. Allocating leads to reps
4. Writing the allocation note

## What it returns

- **How these were split** (written summary)
- **Lead → rep** (mapping table)
- **Resulting load per rep** (breakdown table)
- **Needs a manager decision** (flagged exceptions)

---

Source: https://leverge.ai/agents/sales/lead-management/lead-allocation — Leverge