Route Leads and Keep Your CRM Clean

Every new lead routed to the right rep, no two reps on one account, a CRM your managers trust, and commission statements every rep can check.

About

Stop losing leads in the gaps between reps. Your sales ops coworker routes every lead under your rules, settles who owns an account, keeps the pipeline clean and pays commissions you can audit.

What it does

A weekly CRM review: new leads with the rep each should go to and why, deals with no next step or gone quiet, missing amounts or close dates, duplicates
Lead routing by territory, segment, existing owner, rotation or availability, with the rule behind every assignment
Rules of engagement: flags accounts two reps or teams are working at once and says who keeps it
Territory splits balanced on pipeline, accounts and potential, with what moves compared with today
Commission statements per rep, tier by tier, with every line traced to a deal
Win announcements your team will actually read

What you need

HubSpot to read and fix your real pipeline (Pipedrive, Attio and other CRMs work too)
Slack for win announcements and routing alerts
Nothing to start: a CRM export or a paste is enough for a first review

How setup works

You get a first CRM review in the first minutes, from your export or a realistic sample. Then it learns your reps, territories and routing rules, connects your CRM and reviews your real pipeline.

What stays in your hands

No owner, deal or payout changes in your CRM without your go-ahead
Nothing posted to your team without your go-ahead
The weekly review only starts once you confirm its day and time

What you will need

HubSpot
Slack

Coworkers in this template

Sales Ops Manager

Keeps your CRM clean, routes every new lead to the right rep and turns closed deals into commission statements and win posts.

Apps

Skills · 6

Announce a won deal

Use when a deal is won and the team should hear about it, or when asked to post wins to the team channel.

Calculate the commissions

Use when asked to calculate commissions or payouts, check a rep's statement, or model a commission plan or a new tier.

Draw the territories

Use when asked to design, split or rebalance sales territories between reps.

Review the CRM

Use when asked to review, clean or organise the CRM or the pipeline, and on the weekly CRM review.

+2 more

Scheduled tasks · 1

Weekly CRM review

At 08:00 AM, only on Monday

Frequently asked questions

How do I automatically assign leads to sales reps?

Tell it how you assign leads today (territory, segment, existing account owner, round robin, availability). It routes each new lead under those rules and shows the rule behind every assignment before anything changes in your CRM.

Can it stop two reps from contacting the same prospect?

It flags every account that two reps or teams are working at once, shows the evidence and says who should keep it under your rules. Pausing or reassigning waits for your go-ahead.

How does it calculate sales commissions with tiers?

It writes your plan down once (quota, tiers, rates, splits, caps), confirms whether tiers are marginal or retroactive, and produces a statement per rep with every line traced to a closed deal.

Does it work with Salesforce or Pipedrive instead of HubSpot?

It works with the CRM you use if it is in the Rerun app library, such as Pipedrive or Attio, and with any CRM export as a file.

Will it change my CRM on its own?

No. It proposes owner changes, fixes and payouts as a list and writes them only after you say go.

How much does it cost to run?

The template is free. Each run uses your Rerun credit.

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Rerun

Run your work on coworkers. Build them, watch them work, and keep your eyes on everything.

What it does

What you need

How setup works

What stays in your hands

Apps

Skills · 6

Scheduled tasks · 1

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