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Lead Routing Lab

Built by Shaun Yap · View source ·

Messy lead data in, safe CRM actions out

A realistic lead list goes through hygiene, routing, exceptions and evals, and comes out as Salesforce-ready actions.

About 250 leads with the usual mess: mismatched headers, Gmail addresses, “VP Mktg”, “WA”, duplicates and missing firmographics. Every rule lives in two policy files you can edit.

The guided demo takes about 3 minutes.

How it works

From list to CRM
Leads→Hygiene→Routing→Address Exceptions→Export to Salesforce
Under the hood
policy.mdpolicy.md
Lead list (CSV)Hygiene skillRouting skillEvalsSalesforce API
Business rules live in editable policy files. The skills that carry them out stay fixed.

The point isn’t perfect routing rules; it’s making business logic explicit, testable, and safe to change.