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Edit Routes

Alexa Ordonez
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You can edit the route details, change the route order, remove a stop altogether, add additional pins to the route, or use the Lead Generation tool to find new prospects to add directly to your route.

 

To edit Route details:

  1. Click on "Plan" at the top Navigation Menu
  2. Click on “Routes”
  3. Select either "Company Routes " or "People Route" in the top Navigation Menu
  4. Click on the route you want to edit
  5. Once on the Route Map view, Click "Edit" on the top right of the screen.editroute1.PNG
  6. Scroll down to the list of stops of the Route located below the map and edit any necessary fields such as starting/ending location or Route type
  7. Click "Next" to preview the route
  8. Click "Save" at the top of the Routes screen

To reorder stops in a Route:

  1. Once on the Route Map view, Click "Edit" on the top right of the screen
  2. Scroll down to the list of stops
  3. Find the stop you want to reorder
  4. Drag the stop and move it to where you would like it to be in the route
  5. Click “Next” to preview the route
  6. Click "Save" on the top right of the route screen

movestop.PNG

 

To delete a stop in a Route:

  1. Once on the Route Map view, Click "Edit" on the top right of the screen
  2. Scroll down to the list of stops
  3. Find the stop you want to delete
  4. Click the box at the left of the record name (You can select multiple records)
  5. Click "Delete Stop" at the bottom right corner
  6. Click “Yes, remove from route now.”

deleteroute1.PNG

 

To add existing accounts to a Route:

  1. Once on the Route Map view, Click "Edit" on the top right of the screen.
  2. Click the pin you would like to add to the Route and hit the blue “Add to Route” buttonaddtoroute.PNG
  3. OR using the search bar to the right of the Route name, search the particular record you are looking to add to the Route1234.PNG
  4. Click "Next" in the top right corner to preview your route
  5. Click "Save" on the top right of the route screen

To delete a Route:

  1. Click on "Plan" at the top Navigation Menu
  2. Click on “Routes”
  3. Select either "Company Routes " or "People Route"
  4. Click "Delete" next to the route you would like to delete

deleteroute.PNG

 

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