Ashley DeBon: /* Assign Route to Reps */

2026-07-21T08:02:27Z

‎Assign Route to Reps

Ashley DeBon: Created page with "== Assign Route to Reps == === What is Assign Route to Reps? === Assign Route shares a saved route with other sales reps so they can use the same visit plan. === How to nav..."

2026-07-21T06:47:30Z

Created page with "== Assign Route to Reps == === What is Assign Route to Reps? === Assign Route shares a saved route with other sales reps so they can use the same visit plan. === How to nav..."

New page

== Assign Route to Reps ==

=== What is Assign Route to Reps? ===

Assign Route shares a saved route with other sales reps so they can use the same visit plan.

=== How to navigate ===

'''[[Routes]]''' → '''[[Saved Routes]]''' → select route → Assign / Assigned users

=== Using Assign Route to Reps ===

# Open Saved Routes.
# Select the route to share.
# Choose Assign / Select Assigned User(s).
# Pick one or more reps.
# Save the assignment.
# Reps see the route under Assigned Routes (or managers under All Routes).

=== Features include ===

* '''Assign to reps''' – Share a saved plan with teammates.
* '''Multi-rep selection''' – Assign more than one user when available.
* '''Assigned Routes list''' – Reps can open routes assigned to them.
* '''Manager visibility''' – Managers can see broader All Routes lists.
* '''Success confirmation''' – Confirms when reps are assigned.

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 == Assign Route to Reps ==
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 === What is Assign Route to Reps? ===

Assign Route to Reps - Revision history

Ashley DeBon: /* Assign Route to Reps */

Ashley DeBon: Created page with "== Assign Route to Reps == === What is Assign Route to Reps? === Assign Route shares a saved route with other sales reps so they can use the same visit plan. === How to nav..."