---
title: "Deal Rep Assignment"
section: "Agent store — Sales — Pipeline Management"
canonical_url: "https://leverge.ai/agents/sales/pipeline-management/deal-rep-assignment"
category: "Sales"
process: "Pipeline Management"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# Deal Rep Assignment

Assign open deals to the rep best placed to win each one — by sector experience, prior wins, and actual capacity, with the reasoning shown so a manager can override it.

## At a glance

- Business function: Sales
- Process: Pipeline Management
- Runs: run on demand
- Run cost: 6 credits
- Uses a knowledge base: no

## What it needs

- **Deals to assign** (file upload) — One row per deal: account, sector, value, stage, what it needs.
- **Rep roster** (file upload) — One row per rep: sectors, prior wins, open deals, capacity.
- **Assignment rules** (form)

## How it works

1. Reading the deals
2. Reading the roster
3. Matching deals to reps
4. Writing the assignment note

## What it returns

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

---

Source: https://leverge.ai/agents/sales/pipeline-management/deal-rep-assignment — Leverge