Route builder

The route builder allows you to convert a day or week’s activities into a route straight from the planner. Routes are automatically optimized.

Using Map My Customers, you can easily create, share, and edit optimized Routes for People or Companies. To begin creating a route for activities, follow these steps:

To select a time frame for your route: 

1. Tap on “Activities” via the main navigation menu.
2. Tap on the routing icon in the bottom left corner of the screen.
   
   
   
   
3. Choose to create a route for the following date options:

1. • Today’s activities.
   • Tomorrow’s activities.
   • This week’s activities.
   • Next week’s activities.
   • Custom time range.
     

4. Tap “Next.”

To select kind of route:

5. Decide if you want to build a route for your activity associated with Companies or People.

1. • To learn more about Companies or People, refer to our Records article.

6. Tap "Next."

To select activity types:

7. Decide which activity types you want to include in your route.

• • Keep “All Activity Types” toggled on to include all activities for that time frame.
  • To keep one type of activity (for example, to see visits), toggle on that individual activity type. 
  • To learn more about the different types of activities, refer to our activities article.

8. Tap “Next.”

9. If you have any activities without associated people or companies, you will see a message letting you know the activities that need a company or person. 

10. Tap into the activity to add a company or person if you want to include that activity.

11. Tap “Next.”

To review and build your route:

1. This will bring you to the route builder screen.
2. To begin building your route, Tap “Build.” 
3. For more instructions on how to build a route, refer to our routing article