Best Practices
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      2. Best Practices

      How to Area Draw

      How to draw on the map to add accounts to Daily Route on the App and on the Web

      App

      1. On the homescreen map, tap a Pencil icon draw on map in the top right corner of the map.
      2. Draw a circle or multiple circles around accounts.
      3. As you circle accounts, it will give you the number of accounts you selected below. Once you have the number of accounts you wish to add to your day, click Add to Daily Route.
      4. The calendar will open up, so you can select which day you are adding them for. Click the check mark on that day.
      5. Review the accounts planned for that day and hit Save.

      You can select filters to reduce your account pins based on the filters, then zoom in on the map to the area you wish to circle.

      Web

      1. Go to Map in the left-hand menu.
      2. Select Actions. ->
      3. Hit a point on the map from where you want to start drawing. Then, continue hitting different points to create an area.
      4. Close it out by hitting the first point you put down or by double-clicking.
      5. Use the actions menu on the left to manipulate your accounts.

      To deselect the area, fast click three times anywhere on the map.

      To add the accounts to the daily route, you first have to click on Daily Route and then start drawing the area.