Assign Route to Reps

Assign Route to Reps

What is Assign Route to Reps?

Assign Route shares a saved route with other sales reps so they can use the same visit plan.

How to navigate

Routes → Saved Routes → select route → Assign / Assigned users

Using Assign Route to Reps

1. Open Saved Routes.
2. Select the route to share.
3. Choose Assign / Select Assigned User(s).
4. Pick one or more reps.
5. Save the assignment.
6. Reps see the route under Assigned Routes (or managers under All Routes).

Features include

• Assign to reps – Share a saved plan with teammates.
• Multi-rep selection – Assign more than one user when available.
• Assigned Routes list – Reps can open routes assigned to them.
• Manager visibility – Managers can see broader All Routes lists.
• Success confirmation – Confirms when reps are assigned.

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