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| − | == Current Route ==
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| − | === What is Current Route? ===
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| − | Current Route is your active stop list for today. Accounts you add appear here so you can visit them in order.
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| − | === How to navigate ===
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| − | '''[[Routes]]''' → '''Current Route''' segment / tab
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| − | === Using Current Route ===
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| − | # Open Routes.
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| − | # Select '''Current Route'''.
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| − | # Review the ordered list of stops.
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| − | # Add more accounts from Accounts, Places, Tasks, or map.
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| − | # Optimise, save, clear, reorder, or open the map as needed.
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| − | # Tap a stop to take action (call, appointment, directions, open account).
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| − | === Features include ===
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| − | * '''Active stop list''' – Today’s planned visits.
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| − | * '''Visit order''' – Stops shown in the sequence you will travel.
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| − | * '''Empty state''' – Prompt to add contacts when no route is loaded.
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| − | * '''Works with Save / Clear / Optimise''' – Manage the active list from this screen.
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| − | * '''Max stops''' – Route capacity limits apply (for example up to 25 contacts when adding from Tasks/Accounts).
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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 named route plans you can reuse later instead of rebuilding the stop list each day.
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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 Routes.
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| − | # Switch to '''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 saved route to load it into your working route.
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| − | # Assign, edit, or reuse as needed.
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| − | === Features include ===
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| − | * '''My Routes''' – Routes you created and saved.
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| − | * '''All Routes''' – Broader shared list for managers.
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| − | * '''Assigned Routes''' – Routes assigned to you (non-manager view).
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| − | * '''Load saved plan''' – Apply a saved route to work from.
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| − | * '''Assigned reps display''' – See who a saved route is assigned to when available.
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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 turns CallProof accounts into ordered stops on your 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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| − | * Other map tools when available
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| − | === Using Add Accounts to a Route ===
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| − | # Find an account in Accounts, Places, Tasks, or on the map.
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| − | # Tap '''Add to Route'''.
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| − | # Confirm success (or read any alert if the account is already on the route / route is full).
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| − | # Open '''[[Routes]]''' → '''[[Current Route]]''' to see the new stop.
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| − | # Repeat until your day’s stops are ready.
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| − | === Features include ===
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| − | * '''Add from Accounts''' – Add company contacts as stops.
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| − | * '''Add from Places''' – Add nearby / prospect places (including lasso selection).
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| − | * '''Add from Tasks''' – Add the account linked to a follow-up.
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| − | * '''Map / lasso add''' – Select multiple places on the map and add them.
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| − | * '''Stop created''' – Each account becomes a route stop with location data.
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| − | * '''Duplicate / limit alerts''' – Warns if already added or route limit 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 all current route stops on a map so you can visualise the path and navigate between them.
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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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| − | # Open Current Route with at least one stop.
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| − | # Tap Map.
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| − | # Review pins for each stop on the path.
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| − | # Use the map to visualise travel order.
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| − | # Tap a stop/pin for navigation or account actions when available.
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| − | # Return to the route list when finished.
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| − | === Features include ===
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| − | * '''Stop pins''' – Each route account on the map.
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| − | * '''Path visualisation''' – See how stops relate geographically.
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| − | * '''Navigation support''' – Move between stops using map context.
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| − | * '''Requires stops''' – Alerts if you open Map with no contacts on the route.
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| − | * '''Location access''' – Better results when device location is 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 stops for a more efficient visit order based on location.
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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 optimisation 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 stop order.
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| − | # Save the route if you want to keep this plan.
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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 starting from your GPS position.
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| − | * '''Reorder result''' – Updates Current Route order automatically.
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| − | * '''Location recommended''' – Current-location option works best with location permission.
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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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| − | == Save Route ==
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| − | === What is Save Route? ===
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| − | Save Route stores your current stop list under a name so you can load it again later from '''[[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 or optimise 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 the route later under My Routes / Saved Routes.
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| − | === Features include ===
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| − | * '''Named save''' – Give the route a clear label (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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| − | * '''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 the current route so you can start fresh.
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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 (“Do you want to clear your current routes?”).
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| − | # The list empties and returns to the empty-route state.
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| − | # Add new stops to build a new plan.
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| − | === Features include ===
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| − | * '''Clear all stops''' – Removes the full current list.
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| − | * '''Confirmation''' – Prevents accidental wipe when prompted.
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| − | * '''Empty state''' – Shows placeholder to add contacts again.
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| − | * '''Does not delete saved routes''' – Clearing current does not remove Saved Routes unless you delete those separately.
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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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| − | Reorder changes visit order manually. Remove deletes individual stops from the current route.
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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 a new position to change visit order.
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| − | # Delete a stop you no longer need.
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| − | # Confirm the updated order on the list or map.
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| − | # Save if you want to keep the new plan.
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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 the new order.
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| − | * '''Works with Optimise''' – Manual order can be used instead of (or after) optimise.
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| − | * '''Save to keep''' – Save the route if you want this order later.
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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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| − | Assign Route shares a saved route with other sales reps so they can use the same visit plan.
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| − | === How to navigate ===
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| − | '''[[Routes]]''' → '''[[Saved Routes]]''' → select route → Assign / Assigned users
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| − | === Using Assign Route to Reps ===
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| − | # Open Saved Routes.
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| − | # Select the route to share.
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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 see the route under Assigned Routes (or managers under All Routes).
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| − | === Features include ===
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| − | * '''Assign to reps''' – Share a saved plan with teammates.
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| − | * '''Multi-rep selection''' – Assign more than one user when available.
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| − | * '''Assigned Routes list''' – Reps can open routes assigned to them.
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| − | * '''Manager visibility''' – Managers can see broader All Routes lists.
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| − | * '''Success confirmation''' – Confirms when reps are assigned.
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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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| − | From each route stop, you can take account actions—call, message, email, start an appointment, get directions, open the account, add notes, and more.
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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 Current Route.
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| − | # Tap the stop/account you are visiting.
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| − | # Choose an action:
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| − | #* Call / Message / Email
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| − | #* Start an appointment / check in
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| − | #* Get directions
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| − | #* Open full account details
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| − | #* Add notes or other account tools when available
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| − | # Continue to the next stop when finished.
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| − | === Features include ===
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| − | * '''Call''' – Phone the account (Twilio or native when enabled).
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| − | * '''Message / Email''' – Reach out before or after the visit.
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| − | * '''Appointment''' – Start or manage an on-site visit.
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| − | * '''Directions''' – Navigate to the stop.
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| − | * '''Open account''' – Full account history and tools.
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| − | * '''Notes''' – Log visit context.
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| − | * '''Other account options''' – Event forms, tasks, opportunities, and more when available.
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| − | <div style="clear: both;"></div>
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