Ashley DeBon at 09:11, 25 July 2026

2026-07-25T09:11:01Z

Ashley DeBon at 06:09, 25 July 2026

2026-07-25T06:09:27Z

Ashley DeBon: Created page with "Path: Callproof Support > Mobile App > Creating Routing on the Mobile App == Creating Routing on the Mobile App == === What is Creating Routing? === Creating a..."

2026-07-25T06:08:01Z

Created page with "Path: Callproof Support > Mobile App > Creating Routing on the Mobile App == Creating Routing on the Mobile App == === What is Creating Routing? === Creating a..."

New page

Path: [[Callproof Support]] > [[Mobile App]] > [[Creating Routing on the Mobile App]]

== Creating Routing on the Mobile App ==

=== What is Creating Routing? ===

Creating a route on the CallProof mobile app means building a stop list of accounts to visit in order. Add accounts from '''[[Accounts]]''', '''[[Places]]''', '''[[Tasks]]''', or the map (including lasso), arrange them on '''[[Current Route]]''', then '''[[Save Route|save]]''' the plan for later.

Allow location access for better map and optimise results. CallProof uses location to order and display stops; it is not stored as map browsing history.

=== How to navigate ===

'''Bottom tab bar''' → '''[[Routes]]''' → '''Current Route'''

'''Ways to add stops while creating a route:'''
* '''[[Accounts]]''' → Add to Route
* '''[[Places]]''' / map / '''[[Lasso (on Map)|Lasso]]''' → Add to Route
* '''[[Tasks]]''' → Add to Route on a follow-up

=== Using Creating Routing ===

# Open '''[[Routes]]''' → '''[[Current Route]]''' (clear it first if you want a fresh plan).
# '''[[Add Accounts to a Route|Add accounts]]''' from Accounts, Places, Tasks, or the map.
# Review stops on '''[[Current Route]]'''.
# Optional: open '''[[Map View]]''' to see pins.
# Optional: '''[[Optimise Route|Optimise]]''' or '''[[Reorder / Remove Stops|reorder / remove]]''' stops.
# Tap '''[[Save Route|Save]]''' and enter a route name.
# Optional: '''[[Assign Route to Reps|Assign]]''' the saved route to other reps.
# Later, reload it from '''[[Saved Routes]]'''.

=== Features include ===

* '''[[Current Route]]''' – Active stop list you build for today.
* '''[[Add Accounts to a Route]]''' – Add stops from Accounts, Places, Tasks, or map/lasso.
* '''[[Map View]]''' – See all stops on the map while creating.
* '''[[Optimise Route]]''' – Auto-reorder for a more efficient path.
* '''[[Reorder / Remove Stops]]''' – Manually change order or delete stops.
* '''[[Save Route]]''' – Name and save the route you created.
* '''[[Clear Route]]''' – Remove all stops to start creating again.
* '''[[Saved Routes]]''' – Load a route you created earlier (My Routes / All / Assigned).
* '''[[Assign Route to Reps]]''' – Share a created route with teammates.
* '''[[Actions on Each Stop]]''' – Call, appointment, directions, open account, and more.

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== Current Route ==

=== What is Current Route? ===

Current Route is the active stop list where your new route is created. Accounts you add appear here in visit order.

=== How to navigate ===

'''[[Routes]]''' → '''Current Route'''

=== Using Current Route ===

# Open Routes.
# Select '''Current Route'''.
# If stops remain from an old plan, '''[[Clear Route|Clear]]''' to start fresh.
# Add accounts until your day plan is ready.
# Optimise, reorder, map, then save.

=== Features include ===

* '''Active creation list''' – Where new routes are built.
* '''Visit order''' – Stops shown in travel sequence.
* '''Empty state''' – Prompt to add contacts when no route is loaded.
* '''Save-ready''' – Save turns this list into a named route.
* '''Stop limit''' – Route capacity limits apply (for example up to 25 contacts).

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== Add Accounts to a Route ==

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

Add Accounts to a Route is the main step in creating a route—each account becomes a stop on '''[[Current Route]]'''.

=== How to navigate ===

* '''[[Accounts]]''' → Add to Route
* '''[[Places]]''' / map / lasso → Add to Route
* '''[[Tasks]]''' → Add to Route

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

# Find an account in Accounts, Places, or Tasks (or select several with Lasso).
# Tap '''Add to Route'''.
# Confirm success, or read alerts if already added / route is full.
# Repeat until the route is complete.
# Open '''[[Routes]]''' to finish creating (optimise / save).

=== Features include ===

* '''Add from Accounts''' – Add known company contacts.
* '''Add from Places''' – Add nearby prospects (including lasso multi-select).
* '''Add from Tasks''' – Add accounts linked to follow-ups.
* '''Map / lasso add''' – Select many places at once.
* '''Stop created''' – Each account becomes a route stop with location.
* '''Duplicate / limit alerts''' – Warns if already added or capacity reached.

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== Map View ==

=== What is Map View? ===

Map View shows the stops you are creating on a map so you can check geography before saving.

=== How to navigate ===

'''[[Routes]]''' → '''[[Current Route]]''' → Map

=== Using Map View ===

# Add at least one stop to Current Route.
# Tap Map.
# Review pins for each stop.
# Adjust the route (add/remove/optimise) if the path looks inefficient.
# Return to the list to save.

=== Features include ===

* '''Stop pins''' – Each account on the map.
* '''Path visualisation''' – See how stops relate geographically.
* '''Requires stops''' – Alerts if Map is opened with an empty route.
* '''Location access''' – Better map positioning when allowed.

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== Optimise Route ==

=== What is Optimise Route? ===

Optimise Route reorders the stops you added for a more efficient visit order before you save.

=== How to navigate ===

'''[[Routes]]''' → '''[[Current Route]]''' → Optimise / Optimize

=== Using Optimise Route ===

# Add stops to Current Route.
# Tap Optimise.
# Choose an option:
#* '''Keep Starting Point''' — first stop stays fixed
#* '''Keep Start and End Points''' — first and last stay fixed
#* '''Optimize All using Current Location''' — starts from where you are now
# Review the new order, then save if you want to keep it.

=== Features include ===

* '''Keep Starting Point''' – Protects your first planned stop.
* '''Keep Start and End Points''' – Protects first and last stops.
* '''Optimize using Current Location''' – Best path from your GPS position.
* '''Updates Current Route''' – New order applied automatically.
* '''Needs stops''' – Optimise requires contacts already on the route.

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== Reorder / Remove Stops ==

=== What is Reorder / Remove Stops? ===

While creating a route, reorder changes visit order manually, and remove deletes stops you do not need.

=== How to navigate ===

'''[[Routes]]''' → '''[[Current Route]]''' → drag to reorder / delete stop

=== Using Reorder / Remove Stops ===

# Open Current Route.
# Drag a stop to change order.
# Delete stops you no longer want.
# Confirm the list, then save.

=== Features include ===

* '''Manual reorder''' – Drag stops into your preferred sequence.
* '''Remove stop''' – Delete one account from the route.
* '''Immediate list update''' – Current Route reflects changes.
* '''Works with Optimise''' – Use manual order instead of or after optimise.

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== Save Route ==

=== What is Save Route? ===

Save Route finishes creating a route by storing the current stop list under a name in '''[[Saved Routes]]'''.

=== How to navigate ===

'''[[Routes]]''' → '''[[Current Route]]''' → Save

=== Using Save Route ===

# Build and arrange your Current Route.
# Tap '''Save'''.
# Enter a route name (required).
# Save.
# If the name already exists, choose Cancel or Overwrite.
# Find it later under My Routes / Saved Routes.

=== Features include ===

* '''Named save''' – Label the route (for example “North Tuesday”).
* '''Overwrite option''' – Replace an existing saved route with the same name.
* '''Empty name blocked''' – “Routes name can not be Empty.”
* '''Requires stops''' – Cannot save an empty route.
* '''Creates reusable plan''' – Load again from Saved Routes.

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== Clear Route ==

=== What is Clear Route? ===

Clear Route removes all stops from Current Route so you can create a new route from scratch.

=== How to navigate ===

'''[[Routes]]''' → '''[[Current Route]]''' → Clear

=== Using Clear Route ===

# Open Current Route.
# Tap '''Clear'''.
# Confirm if prompted.
# Add new accounts to start creating again.

=== Features include ===

* '''Clear all stops''' – Empties the active list.
* '''Confirmation''' – Helps prevent accidental wipe.
* '''Does not delete Saved Routes''' – Only clears Current Route.
* '''Fresh create''' – Use before building a new day plan.

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== Saved Routes ==

=== What are Saved Routes? ===

Saved Routes are routes you already created and named. Open one to reuse or continue working from that plan.

=== How to navigate ===

'''[[Routes]]''' → '''Saved Routes'''

=== Using Saved Routes ===

# Open Saved Routes.
# Open '''My Routes''' for routes you created.
# Open '''All Routes''' (managers) or '''Assigned Routes''' (reps) for shared plans.
# Tap a route to load it.
# Edit stops, optimise, and save again if needed.

=== Features include ===

* '''My Routes''' – Routes you created.
* '''All Routes''' – Broader list for managers.
* '''Assigned Routes''' – Routes assigned to you.
* '''Load created route''' – Continue from a saved plan.
* '''Assigned reps display''' – See who a route is shared with when available.

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== Assign Route to Reps ==

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

After you create and save a route, Assign Route shares it with other sales reps.

=== How to navigate ===

'''[[Routes]]''' → '''[[Saved Routes]]''' → select route → Assign

=== Using Assign Route to Reps ===

# Save the route you created.
# Open that route in Saved Routes.
# Choose Assign / Select Assigned User(s).
# Pick one or more reps.
# Save the assignment.
# Reps open it under Assigned Routes.

=== Features include ===

* '''Share created route''' – Give teammates the same visit plan.
* '''Multi-rep selection''' – Assign more than one user when available.
* '''Assigned Routes list''' – Reps can load assigned plans.
* '''Manager visibility''' – Managers can see broader All Routes lists.

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== Actions on Each Stop ==

=== What are Actions on Each Stop? ===

After creating a route, tap any stop to call, message, start an appointment, get directions, open the account, or add notes.

=== How to navigate ===

'''[[Routes]]''' → '''[[Current Route]]''' → tap a stop

=== Using Actions on Each Stop ===

# Open the route you created.
# Tap the next stop.
# Choose Call, Message, Appointment, Directions, Open Account, Notes, or other available actions.
# Continue to the next stop when finished.

=== Features include ===

* '''Call / Message / Email''' – Contact before or during the visit.
* '''Appointment''' – Check in on site.
* '''Directions''' – Navigate to the stop.
* '''Open account''' – Full account tools and history.
* '''Notes''' – Log visit context.

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← Older revision		Revision as of 09:11, 25 July 2026
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−	~~Path: [[Callproof Support]] > [[Mobile App]] > [[Creating Routing on the Mobile App]]~~

	== Creating Routing on the Mobile App ==		== Creating Routing on the Mobile App ==

Routing on the Mobile App - Revision history

Ashley DeBon at 09:11, 25 July 2026

Ashley DeBon at 06:09, 25 July 2026

Ashley DeBon: Created page with "Path: Callproof Support > Mobile App > Creating Routing on the Mobile App == Creating Routing on the Mobile App == === What is Creating Routing? === Creating a..."