1. Log in to LeadAngel.
The LeadAngel Home page will be displayed.
2. Click on any Object Management tile such as Contact Router or Lead Router.
The Object Management Home page will be displayed.
3. Click Sales Team, right-click Weighted Sales Team, and then click + New Weighted Sales Team.
The Add New Weighted Sales Team dialog will be displayed.
4. Enter the name of the team and description in the corresponding fields and click Save.
The new weighted sales team will be created and the Sales Rep section will be displayed on the right side.
After creating a weighted sales team, the next step is to add the sales reps to the team.
5. Drag the Sales Rep field from the right side and drop it in the ADD FIELDS section.
6. Select the name of the sales rep from the Sales Rep dropdown list and enter the weight for the sales rep in the Weight field.
For a weighted sales team to be used in the routers, it must first be approved.
7. To approve the team, right-click on the new team name and then click Approve.
8. Click Approve to confirm your action.
The team created will be approved.