Routing
CallProof has a full routing suite available for reps and managers. This allows users to assemble a list of appointments and then optimize the route to visit them. This saves time and money.
In addition, managers have the ability to create and push routes to their reps in the field. In many cases managers need to highlight client(s) that need attention immediately. With CallProof, managers can create the route, optimize it, and then push to their rep's phones in real time.
Below are some videos to help using Routes inside CallProof. If you need further assistance, please let us know. We can work you or your team as a whole to make sure you understand Routing.
Creating Event Forms
