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 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 → Add to Route
• Tasks → Add to Route on a follow-up

Using Creating Routing

1. Open Routes → Current Route (clear it first if you want a fresh plan).
2. Add accounts from Accounts, Places, Tasks, or the map.
3. Review stops on Current Route.
4. Optional: open Map View to see pins.
5. Optional: Optimise or reorder / remove stops.
6. Tap Save and enter a route name.
7. Optional: Assign the saved route to other reps.
8. 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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