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| − | == Current Route ==
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| − | === What is Current Route? ===
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| − | Current Route is the active stop list where your new route is created. Accounts you add appear here in visit order.
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| − | === How to navigate ===
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| − | '''[[Routes]]''' → '''Current Route'''
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| − | === Using Current Route ===
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| − | # Open Routes.
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| − | # Select '''Current Route'''.
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| − | # If stops remain from an old plan, '''[[Clear Route|Clear]]''' to start fresh.
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| − | # Add accounts until your day plan is ready.
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| − | # Optimise, reorder, map, then save.
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| − | === Features include ===
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| − | * '''Active creation list''' – Where new routes are built.
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| − | * '''Visit order''' – Stops shown in travel sequence.
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| − | * '''Empty state''' – Prompt to add contacts when no route is loaded.
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| − | * '''Save-ready''' – Save turns this list into a named route.
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| − | * '''Stop limit''' – Route capacity limits apply (for example up to 25 contacts).
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Add Accounts to a Route ==
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| − | === What is Add Accounts to a Route? ===
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| − | Add Accounts to a Route is the main step in creating a route—each account becomes a stop on '''[[Current Route]]'''.
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| − | === How to navigate ===
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| − | * '''[[Accounts]]''' → Add to Route
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| − | * '''[[Places]]''' / map / lasso → Add to Route
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| − | * '''[[Tasks]]''' → Add to Route
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| − | === Using Add Accounts to a Route ===
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| − | # Find an account in Accounts, Places, or Tasks (or select several with Lasso).
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| − | # Tap '''Add to Route'''.
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| − | # Confirm success, or read alerts if already added / route is full.
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| − | # Repeat until the route is complete.
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| − | # Open '''[[Routes]]''' to finish creating (optimise / save).
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| − | === Features include ===
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| − | * '''Add from Accounts''' – Add known company contacts.
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| − | * '''Add from Places''' – Add nearby prospects (including lasso multi-select).
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| − | * '''Add from Tasks''' – Add accounts linked to follow-ups.
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| − | * '''Map / lasso add''' – Select many places at once.
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| − | * '''Stop created''' – Each account becomes a route stop with location.
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| − | * '''Duplicate / limit alerts''' – Warns if already added or capacity reached.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Map View ==
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| − | === What is Map View? ===
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| − | Map View shows the stops you are creating on a map so you can check geography before saving.
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| − | === How to navigate ===
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| − | '''[[Routes]]''' → '''[[Current Route]]''' → Map
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| − | === Using Map View ===
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| − | # Add at least one stop to Current Route.
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| − | # Tap Map.
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| − | # Review pins for each stop.
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| − | # Adjust the route (add/remove/optimise) if the path looks inefficient.
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| − | # Return to the list to save.
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| − | === Features include ===
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| − | * '''Stop pins''' – Each account on the map.
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| − | * '''Path visualisation''' – See how stops relate geographically.
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| − | * '''Requires stops''' – Alerts if Map is opened with an empty route.
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| − | * '''Location access''' – Better map positioning when allowed.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Optimise Route ==
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| − | === What is Optimise Route? ===
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| − | Optimise Route reorders the stops you added for a more efficient visit order before you save.
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| − | === How to navigate ===
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| − | '''[[Routes]]''' → '''[[Current Route]]''' → Optimise / Optimize
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| − | === Using Optimise Route ===
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| − | # Add stops to Current Route.
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| − | # Tap Optimise.
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| − | # Choose an option:
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| − | #* '''Keep Starting Point''' — first stop stays fixed
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| − | #* '''Keep Start and End Points''' — first and last stay fixed
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| − | #* '''Optimize All using Current Location''' — starts from where you are now
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| − | # Review the new order, then save if you want to keep it.
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| − | === Features include ===
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| − | * '''Keep Starting Point''' – Protects your first planned stop.
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| − | * '''Keep Start and End Points''' – Protects first and last stops.
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| − | * '''Optimize using Current Location''' – Best path from your GPS position.
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| − | * '''Updates Current Route''' – New order applied automatically.
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| − | * '''Needs stops''' – Optimise requires contacts already on the route.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Reorder / Remove Stops ==
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| − | === What is Reorder / Remove Stops? ===
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| − | While creating a route, reorder changes visit order manually, and remove deletes stops you do not need.
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| − | === How to navigate ===
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| − | '''[[Routes]]''' → '''[[Current Route]]''' → drag to reorder / delete stop
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| − | === Using Reorder / Remove Stops ===
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| − | # Open Current Route.
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| − | # Drag a stop to change order.
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| − | # Delete stops you no longer want.
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| − | # Confirm the list, then save.
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| − | === Features include ===
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| − | * '''Manual reorder''' – Drag stops into your preferred sequence.
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| − | * '''Remove stop''' – Delete one account from the route.
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| − | * '''Immediate list update''' – Current Route reflects changes.
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| − | * '''Works with Optimise''' – Use manual order instead of or after optimise.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Save Route ==
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| − | === What is Save Route? ===
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| − | Save Route finishes creating a route by storing the current stop list under a name in '''[[Saved Routes]]'''.
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| − | === How to navigate ===
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| − | '''[[Routes]]''' → '''[[Current Route]]''' → Save
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| − | === Using Save Route ===
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| − | # Build and arrange your Current Route.
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| − | # Tap '''Save'''.
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| − | # Enter a route name (required).
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| − | # Save.
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| − | # If the name already exists, choose Cancel or Overwrite.
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| − | # Find it later under My Routes / Saved Routes.
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| − | === Features include ===
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| − | * '''Named save''' – Label the route (for example “North Tuesday”).
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| − | * '''Overwrite option''' – Replace an existing saved route with the same name.
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| − | * '''Empty name blocked''' – “Routes name can not be Empty.”
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| − | * '''Requires stops''' – Cannot save an empty route.
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| − | * '''Creates reusable plan''' – Load again from Saved Routes.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Clear Route ==
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| − | === What is Clear Route? ===
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| − | Clear Route removes all stops from Current Route so you can create a new route from scratch.
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| − | === How to navigate ===
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| − | '''[[Routes]]''' → '''[[Current Route]]''' → Clear
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| − | === Using Clear Route ===
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| − | # Open Current Route.
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| − | # Tap '''Clear'''.
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| − | # Confirm if prompted.
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| − | # Add new accounts to start creating again.
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| − | === Features include ===
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| − | * '''Clear all stops''' – Empties the active list.
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| − | * '''Confirmation''' – Helps prevent accidental wipe.
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| − | * '''Does not delete Saved Routes''' – Only clears Current Route.
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| − | * '''Fresh create''' – Use before building a new day plan.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Saved Routes ==
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| − | === What are Saved Routes? ===
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| − | Saved Routes are routes you already created and named. Open one to reuse or continue working from that plan.
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| − | === How to navigate ===
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| − | '''[[Routes]]''' → '''Saved Routes'''
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| − | === Using Saved Routes ===
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| − | # Open Saved Routes.
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| − | # Open '''My Routes''' for routes you created.
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| − | # Open '''All Routes''' (managers) or '''Assigned Routes''' (reps) for shared plans.
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| − | # Tap a route to load it.
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| − | # Edit stops, optimise, and save again if needed.
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| − | === Features include ===
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| − | * '''My Routes''' – Routes you created.
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| − | * '''All Routes''' – Broader list for managers.
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| − | * '''Assigned Routes''' – Routes assigned to you.
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| − | * '''Load created route''' – Continue from a saved plan.
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| − | * '''Assigned reps display''' – See who a route is shared with when available.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Assign Route to Reps ==
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| − | === What is Assign Route to Reps? ===
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| − | After you create and save a route, Assign Route shares it with other sales reps.
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| − | === How to navigate ===
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| − | '''[[Routes]]''' → '''[[Saved Routes]]''' → select route → Assign
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| − | === Using Assign Route to Reps ===
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| − | # Save the route you created.
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| − | # Open that route in Saved Routes.
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| − | # Choose Assign / Select Assigned User(s).
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| − | # Pick one or more reps.
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| − | # Save the assignment.
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| − | # Reps open it under Assigned Routes.
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| − | === Features include ===
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| − | * '''Share created route''' – Give teammates the same visit plan.
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| − | * '''Multi-rep selection''' – Assign more than one user when available.
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| − | * '''Assigned Routes list''' – Reps can load assigned plans.
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| − | * '''Manager visibility''' – Managers can see broader All Routes lists.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Actions on Each Stop ==
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| − | === What are Actions on Each Stop? ===
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| − | After creating a route, tap any stop to call, message, start an appointment, get directions, open the account, or add notes.
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| − | === How to navigate ===
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| − | '''[[Routes]]''' → '''[[Current Route]]''' → tap a stop
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| − | === Using Actions on Each Stop ===
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| − | # Open the route you created.
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| − | # Tap the next stop.
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| − | # Choose Call, Message, Appointment, Directions, Open Account, Notes, or other available actions.
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| − | # Continue to the next stop when finished.
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| − | === Features include ===
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| − | * '''Call / Message / Email''' – Contact before or during the visit.
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| − | * '''Appointment''' – Check in on site.
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| − | * '''Directions''' – Navigate to the stop.
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| − | * '''Open account''' – Full account tools and history.
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| − | * '''Notes''' – Log visit context.
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| − | <div style="clear: both;"></div>
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