Lead Routing

Get every lead to the right rep, fast

Raised by customers on 100+ calls in the past year

Decides who owns every new lead by your rules - territory, account owner, round robin - and writes a short handoff note so the rep knows why it matters.

Inbound

Alex

Reviewed by Alta

What it does

Matches the lead to an existing account and owner
Applies your rules: account owner, territory, round robin
Writes a handoff note on who it is and why now
Shows the routing for approval, then hands it off

You give it

Your routing rules
What to do with ties

You get

An owner for every lead
A handoff note for the rep

Why it works

Response time decides most inbound deals. Clear rules and a ready handoff note remove the wait between a lead arriving and a rep acting.

Run this play

Copy the SKILL.md below into your agent

Works in Alta, Claude, Cursor and Codex

Runs on

Alex

Category

Inbound

CostAlta credits per run, shown before it runs

ApprovalEvery run stops at a draft for you

--- name: lead-routing description: Route every new lead to the right owner by territory, account ownership or round robin, with a handoff note. Use when someone asks about lead routing, round robin, lead assignment or who owns a lead. agent: Alex category: Inbound ends_in: routing card for approval --- # Lead Routing A lead that waits for an owner goes cold. ## What it asks you once 1. **Your routing rules** - territories, account owners, round robin groups 2. **What to do with ties** and unknown leads ## How it runs 1. **Match the lead** to an existing account and owner 2. **Apply your rules** - account owner first, then territory, then round robin 3. **Write a handoff note** - who it is, why now, what they asked for 4. **Show the routing** for approval, then hand it off ## Rules - An existing account owner always wins - Every routing shows which rule decided it - Nothing is assigned without approval ## What you get - An owner for every lead, with the rule that decided it - A handoff note the rep can act on

- Every lead has an owner within minutes, with the rule that decided it - Existing account owners are never skipped - The handoff note says why this lead matters now

The play fileSKILL.md

This is the whole play. Read it, copy it, or change it for your team - it runs the same in Alta, Claude, Cursor and Codex.

Install this play

Claude app or claude.aiUpload the zip as a skill

Download the zip, then upload it as a skill in your Claude settings. Code execution needs to be on.

Claude CodeDrop the folder in

Unzip it into your skills folder. Claude Code finds it on its own.

~/.claude/skills/

Cursor and other agentsAdd the SKILL.md

Put the folder where your agent reads skills, for example:

.cursor/skills/

Run it where you work

Same play, same result. Pick the place you already are.

In Alta

One click

Open Skills in Alta, pick the play and press Run. Or ask Ask Alta to run it for the companies you care about.

In Claude

Ask in plain words

Connect Alta to Claude and describe the target. Claude loads the play, the agent does the work, and the draft opens in Alta for you to approve.

In Cursor or Codex

Drop in the file

Add the SKILL.md to your agent's skills folder with the Alta plugin connected. Edit it like code, and keep your team's version in the repo.