How to Create Your Daily Route

How to Create Your Daily Route from your Web-based Dashboard and from your Phone

After you have imported or created your Accounts and Prospects, you can now create your daily route.

Go to the Location Tab on the left.
Click the Daily Route button on the top left.
Select Create Daily Route.
Select the Date you want to create your daily route for.
Add a Starting point represented by a green flag and an ending point represented by a red flag. The Optimize button will be available only after you add a start and end.
Select the accounts and prospects you want to add by selecting them on the map and adding them to your route.
Once you finished adding your stops click Optimize to create the most efficient route.
You can save your route as a Route Template under a unique name so you can easily reuse it in the future.
Save your Route and you're good to go!

On your Home tab use the map to find the accounts or prospects you want to add to your daily route and tap Add to Daily Route.
Select the date for your route and hit Save.
Once you've selected all the accounts and prospects for the day, tap the green Daily Route button on the Home tab.
You can tap Optimize, which will reorganize your stops for the most time-effective route, and add tasks to your visits. Then tap Go!
Slide your start location card to the left and head to your first stop. Add notes to complete your stops as you navigate through your day.

On your Home tab, tap the green Daily Route button over the map.
Tap Create Daily Route.
Add your starting and ending locations represented by green and red flags respectively and then add the accounts or prospects you'd like to add by tapping the checkbox.
Hit the check mark in the top right corner when you're done.
Tap Optimize to create the most time-effective route, add tasks to your visits, and tap Go!
Slide your start location card to the left and head to your first stop. Add Notes to complete your stops as you navigate through your day.