Routes Overview

With Routes you can organize your in person visits quickly and efficiently resulting in increased productivity and more time selling in the field. Create optimized routes or select a specified order of stops that will help you to plan your day most effectively. Routes can be created based on Companies and People records.

To access Routes:

1. Tap “Routes” at the bottom Navigation menu

You can also create Routes based on your weekly Activities from the Planner. To learn more, visit this article.