Edit Routes

There are many ways you can edit routes within the Routes section. You can edit the route details, change the route order, change the start date or time, remove a stop altogether, add additional pins to the route, clone a route or use the Lead Finder tool to find new prospects to add directly to your route.

1. To edit Route details:

1. Tap on "Routes" in the Navigation Menu
2. Toggle on either "Companies" or "People" in the top Navigation Menu
3. Tap on the route you want to edit, and the route will appear on the map
4. Tap "Edit" on the top right of the screen
5. Edit any necessary fields such as starting or ending location or Route Type
6. Tap "Save Route"
7. Tap "Save" at the top of the Routes screen

2. To reorder stops in a Route:

1. Tap on "Routes" in the Navigation Menu
2. Toggle on either "Companies" or "People" in the top Navigation Menu
3. Tap on the route you want to edit, and the route will appear on the map
4. Tap "Edit" on the top right of the screen
5. Swipe up the slider at the bottom of the screen
6. Tap "Change Order” above the listed stops 
7. Find the stop you want to reorder
8. Tap and hold the stop and move it to where you would like it to be in the route
9. Select the build back arrow and tap "Save" in the upper right corner

3. To delete a stop in a Route:

1. Tap on "Routes" in the Navigation Menu
2. Toggle on either "Companies" or "People" in the top Navigation Menu
3. Tap on the route you want to edit, and the route will appear on the map
4. Tap "Edit" on the top right of the screen
5. Find the stop you want to delete
6. Slide the stop to the left. A red "Delete" button should appear
7. Tap "Delete"
8. Tap "Save" on the top right of the routing page

4. To add existing accounts to a Route:

1. Tap on "Routes" in the Navigation Menu
2. Toggle on either "Companies" or "People" in the top Navigation Menu
3. Tap on the route you want to edit, and the route will appear on the map
4. Toggle on “Show All Pins” to show existing accounts that are not already included in the route 
5. Select individual pins you would like to add from the map or type the name of the account in the “Search Companies” search bar 
6. Tap "Save" on the top right of the routing page

5. To add prospects to a Route via Lead Finder:

1. Tap on "Routes" at the bottom Navigation menu
2. Select the Route that you would like to Lead Finder leads to 
3. Tap “Lead Finder” at the top of the page below the search bar
   
   
   
   
4. Enter your search keyword
5. Select the Companies (or People if creating a People Route) you would like to add
6. Tap “Add selected leads”
7. Fill out the relevant fields for Groups, pin color, and required custom fields if applicable. These leads will be added to both your records as well as the Route. 
8. Select “Add leads to Companies (or People) and Route" to add these records into the MMC system and to finalize and save these changes

6. To clone a Route:

1. Tap on "Routes" at the bottom Navigation menu
2. Toggle on either "Companies" or "People" in the top Navigation Menu
3. Identify the route you want to delete
4. Slide the route to the left. A blue "Copy" button will appear
5. Alternatively - select into the Route you would like to clone and use the Copy button in the upper right corner

To delete a Route:

1. Tap on "Routes" in the Navigation Menu
2. Toggle on either "Companies" or "People" in the top Navigation Menu
3. Identify the route you want to delete
4. Slide the route to the left. A red "Delete" button will appear
5. Tap "Delete"