Ashley DeBon: /* Add Accounts to a Route */

2026-07-21T07:10:17Z

‎Add Accounts to a Route

Ashley DeBon: Created page with "== Add Accounts to a Route == === What is Add Accounts to a Route? === Add Accounts to a Route turns CallProof accounts into ordered stops on your current route. === How to..."

2026-07-21T05:57:48Z

Created page with "== Add Accounts to a Route == === What is Add Accounts to a Route? === Add Accounts to a Route turns CallProof accounts into ordered stops on your current route. === How to..."

New page

== Add Accounts to a Route ==

=== What is Add Accounts to a Route? ===

Add Accounts to a Route turns CallProof accounts into ordered stops on your current route.

=== How to navigate ===

* '''[[Accounts]]''' → Add to Route
* '''[[Places]]''' / map / lasso → Add to Route
* '''[[Tasks]]''' → Add to Route
* Other map tools when available

=== Using Add Accounts to a Route ===

# Find an account in Accounts, Places, Tasks, or on the map.
# Tap '''Add to Route'''.
# Confirm success (or read any alert if the account is already on the route / route is full).
# Open '''[[Routes]]''' → '''[[Current Route]]''' to see the new stop.
# Repeat until your day’s stops are ready.

=== Features include ===

* '''Add from Accounts''' – Add company contacts as stops.
* '''Add from Places''' – Add nearby / prospect places (including lasso selection).
* '''Add from Tasks''' – Add the account linked to a follow-up.
* '''Map / lasso add''' – Select multiple places on the map and add them.
* '''Stop created''' – Each account becomes a route stop with location data.
* '''Duplicate / limit alerts''' – Warns if already added or route limit reached.

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 == Add Accounts to a Route ==
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 === What is Add Accounts to a Route? ===

Add Accounts to a Route - Revision history

Ashley DeBon: /* Add Accounts to a Route */

Ashley DeBon: Created page with "== Add Accounts to a Route == === What is Add Accounts to a Route? === Add Accounts to a Route turns CallProof accounts into ordered stops on your current route. === How to..."