Add Accounts to a Route

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

1. Find an account in Accounts, Places, Tasks, or on the map.
2. Tap Add to Route.
3. Confirm success (or read any alert if the account is already on the route / route is full).
4. Open Routes → Current Route to see the new stop.
5. 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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