Web Routes

Path: Website - People - Web Routes

Routes

Routes allow users to plan and manage driving routes for customer visits. Users can select contacts from multiple areas of CallProof, organize the visit order, optimize travel time or distance, assign routes to one or more sales representatives, notify assigned users, print route PDFs, and filter contacts by route.

Index of Route in Callproof.

Navigation: People → Routes

Routes integrate with Contacts, Companies, Appointments, Followups, and Google Maps.

Access & Permissions

User / Permission	Access
Logged-in User	Required for all Route pages.
Manager / Market Manager	Can view all routes, filter by users, assign multiple reps, and permanently delete routes.
Sales Representative	Can view routes assigned to them. Can edit or delete only routes they own.
Route Owner	Can edit and delete owned routes.
Geo Location	Only contacts with Latitude and Longitude can be added to routes.
Maximum Contacts	Up to 25 contacts per route.
Minimum Contacts	At least 2 contacts are required to display a route on the map.

Route Creation Methods

Routes can be created in three different ways.

Method 1 — Route Icons + Save Route

Create a route while browsing Contacts, Companies, Appointments, or Followups.

Available From

• Contacts
• Companies
• Appointments
• Followups

Steps

1. Open one of the supported pages.
2. Click the Route icon beside each contact you want to visit.
3. Continue selecting contacts.
4. Review the Route counter shown in the pagination bar.
5. Click Save Route.
6. If the Route Options dialog appears, choose Save Route.
7. The selected contacts are transferred to the Route Builder.

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Method 2 — Map View

Create a route visually using Google Maps.

Steps

1. Open People → Contacts.
2. Perform a search.
3. Click Map.
4. Review the contact markers.
5. Click markers to add or remove contacts.
6. Optionally use the Lasso tool to select multiple nearby contacts.
7. Click Add to Route.
8. Click Save Route.
9. The selected contacts open in the Route Builder.

Notes

• Maximum of 25 contacts.
• Existing route contacts are skipped.
• A warning appears when mapping more than 1,000 contacts.

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Method 3 — Bulk Create Route

Purpose

Create a named route directly from selected search results.

Steps

1. Search for contacts.
2. Select one or more contacts.
3. Choose Create a Route from the bulk actions.
4. Enter the Route Name.
5. Managers may assign one or more Sales Representatives.
6. Choose one of the following:
   • Selected Accounts
   • Maximum 25 Accounts
   • All Search Results
7. Click Add Route.
8. The Route Builder opens.

Notes

• Contacts must have valid Latitude and Longitude.
• Maximum of 25 contacts.
• Missing location information prevents route creation.

Routes List

Navigation: Routes

The Routes page displays all saved routes available to the current user.

Managers can search all routes while Sales Representatives see only their assigned routes.

Search Routes

Managers can filter routes using:

• User
• Show Inactive Users
• Sort
• Start Date
• End Date

Click Search to refresh the results.

Route List Columns

Column	Description
Rep	Route creator
Route Name	Opens Edit or View Route
Assign To	Assigned Sales Representatives
Create Date	Date the route was created
Edit	Opens Edit Route
Delete	Deletes the route

Add Route

Build a route while you work on other screens without leaving Contacts, Companies, Appointments, or Followups. Each icon toggles one account in or out of your “basket.” The counter on Save Route shows how many stops you have so you can batch several accounts before opening the full route screen.

Add Route Click (plus) icon

Add Route

1. Click Add Route.
2. If contacts have already been selected, the Route Builder opens.
3. If no contacts are staged, CallProof redirects to Contacts and displays a message requesting contact selection.

Delete Route

Change an existing plan: rename it, reassign reps, add/remove/reorder stops, re-optimize, save, notify, and print. Day-to-day maintenance after the route is first created — e.g. one account cancelled, swap visit order, add a new stop.

Route Delete Click (X) icon

1. Click the Delete (red X) icon.
2. Confirm the deletion.

Manager

Deletes the route for all assigned users.

Sales Representative

If the route is shared, only the current user's assignment is removed.

Add / Edit Route

Create or modify a saved driving route.

Edit Route Click (pencil) icon

Edit Route

Screen Layout

Section	Description
Google Map	Displays the driving route
Route Name	Name of the route
Saved Routes	Update an existing saved route
Assign Route	Assign route to one or more users
Stop List	Drag-and-drop contact order

Create Route

1. Enter a Route Name.
2. Optionally select an existing Saved Route.
3. Managers may assign one or more Sales Representatives.
4. Drag and drop stops to reorder them.
5. Remove unwanted stops.
6. Optionally click Optimize.
7. Click Save.
8. If assigning another user, choose whether to send notifications.
9. The route is saved.

Edit Route

1. Open an existing route.
2. Update the route information.
3. Drag stops to reorder them.
4. Add or remove contacts.
5. Click Save.

Optimize Route

Click Optimize to automatically calculate the most efficient driving order.

Options include:

• Keep Start
• Keep Start and End

Click Reset to restore the original order.

Notifications

When assigning routes to other users, CallProof asks whether notifications should be sent.

Available options:

• Email
• Push Notification
• Both

Validation Messages

Message	Cause
Route name required	No route name entered
Please select assigned reps	Manager did not assign users
At least one contact required	No contacts selected
Maximum 25 contacts allowed	Route exceeds limit
Save route before printing	Unsaved changes exist

View Route

Purpose

Display a read-only route map.

1. Open a route you do not own.
2. Review the map and stop order.
3. No editing is available.

Print Route

Generate a printable PDF containing:

• Route map
• Contact list
• Distances
• Driving durations
• Assigned representatives

Steps

1. Open the Edit Route page.
2. Save any unsaved changes.
3. Click Print.
4. Choose one of the following:
   • Current Order
   • Optimize Shortest Time
   • Optimize Shortest Distance
5. Click Save.
6. The PDF is generated.

Filter Contacts by Route

Navigation: People → Contacts

Use the advanced search filters to locate contacts based on routes.

Available filters:

• Route
• Not in a Route

Click Search to display matching contacts.

Entry Points

Routes can be created from:

• Routes
• Contacts
• Companies
• Appointments
• Followups
• Contacts Map
• Bulk Actions
• Advanced Contact Search

Notes

• Routes require valid GPS coordinates.
• Maximum of 25 contacts per route.
• Managers can assign routes to multiple users.
• Google Maps is used for route visualization.
• Route optimization calculates the most efficient travel sequence.
• Notifications may be sent by Email, Push Notification, or both.
• Contacts can be filtered by Route or Not in a Route from the Contacts search page.