Routes (New web)

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Routes

Screen title: Routes

Browser title: Route

Address: /route/

Use Routes to build and manage day visit plans — ordered lists of accounts/contacts on a map, assigned to sales reps, with distance/time, optimize, print, and notify options.

Related: you usually pick accounts on the Accounts list (/contacts/) first (checkboxes, map icons, or Lasso), then Save Route to open Add Route.

Routes list

Navigation: People Icon Hover →Routes

How Routes fit together

Screen	Address	Purpose
Routes list	/route/	Find, filter, edit, or delete saved routes
Add Route	/route/new/	Name the route, order stops, assign reps, save (after selecting accounts)
Edit Route	/route/edit/<id>/	Change name, stops, order, assignees; optimize; print; notify
View Route	/route/view/<id>/	View when you are not the owner (non-managers)
Accounts (start here)	/contacts/	Select accounts → Save Route / Add Route icons → then Add Route

Typical flow:

1. On Accounts, select mappable accounts (or use Map + Lasso / Add Route icons).
2. Click Save Route (map mode) or complete selection so CallProof stores the stop list.
3. Open Add Route (/route/new/).
4. Name the route (or add to a saved route), assign reps if you are a manager, reorder stops, optionally Optimize.
5. Click Save (and optionally send a notification to assigned users).
6. Later, manage everything from Routes (/route/).

Permissions

• You must be signed in.
• Managers / market managers can filter by User, see Assign To, and assign routes to other reps.
• Owners can delete their routes (trash icon when you are the owner).
• Non-owners may open View instead of full edit, depending on ownership.
• Only accounts with latitude and longitude appear as route stops (no location = cannot be routed).
• Company menu permissions control whether Routes appears in the sidebar.

Part 1 — Routes list

How to open Routes

Option A — Main menu

1. Sign in to CallProof.
2. In the left sidebar, open Routes.

Option B — Direct address

1. Go to your CallProof site and add /route/ (example: https://appv2.callproof.com/route/).
2. Press Enter.

Option C — After saving a new route

1. Save on Add Route; CallProof returns you to the Routes list.

What you see

Header

• Title: Routes
• Add Route — goes to /route/new/ (works when accounts were already selected into the route session; otherwise you may be sent back to Accounts to select stops)
• Filter — Route Filter panel

Table columns

Column	What it shows
Profile	Creator’s avatar (links to user profile)
Rep	Who created the route
Route Name	Click to Edit (owner) or View (non-owner)
Assign To	Assigned reps (managers)
Create Date	When the route was created (your timezone)
Actions	Edit; Delete (owner only)

Empty state

• No matching routes after filter → empty table / no rows (use Clear Filters or Add Route).

Route Filter

Route Filter

Field	Who sees it	Notes
User	Managers / market managers	Multi-select reps; Show Inactive Users; Select All / Clear
Sort	Everyone	Date · Reverse Date · Route Name · Reverse Route Name
Start Date	Everyone	Filter by create date from
End Date	Everyone	Filter by create date to

Steps

1. Click Filter.
2. Choose User (if available), Sort, and date range.
3. Apply.
4. Clear Filters to reset.

Why Add, Edit, and Delete matter

Action	Purpose	When to use it
Add Route	Create a new ordered visit plan from selected accounts.	Planning today’s or this week’s calls/visits.
Edit Route	Change name, stops, order, assignees; optimize path; print; notify.	Territory change, missed stop, reassign to another rep.
Delete Route	Remove a route you own (managers may fully remove).	Outdated plan you will not use again.
Optimize	Reorder stops for shorter time or better path (with start/end options).	Before leaving for the field.
Print	PDF / printable list for the day.	Offline driving or handoff to a rep.

View / Edit / Delete from the list

Route actions

Edit

1. Click the Route Name (if you are owner) or the Edit icon.
2. Opens Edit Route (/route/edit/<id>/).

View (non-owner)

1. Click the route name when you are not the owner.
2. Opens View Route (/route/view/<id>/).

Delete

1. If you are the owner, click the Delete (trash) icon.
2. Confirm.
3. The route is removed (or your assignment is removed, depending on role/ownership rules).

Part 2 — Start a route from Accounts

Routes are built from accounts that have a map location.

From Accounts list / map

1. Open Accounts (/contacts/).
2. Filter to the area or set you need.
3. Select accounts (checkboxes), use Add Route icons on rows with lat/long, and/or use Map + Lasso then Create Route.
4. When the route count is ready, click Save Route (map header).
5. CallProof opens Add Route (/route/new/) with those stops loaded.

Important:

• Accounts without latitude/longitude cannot be route stops.
• If you open /route/new/ with no selected stops, CallProof sends you back to Accounts to select some.

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Part 3 — Add Route

Address: /route/new/

Browser title: Add Route

Breadcrumb: Routes » Add Route

Click the Add Route (plus) icon

Add Route

Layout

Area	Purpose
Map	Shows stop pins and path
Display NearBy Contacts toggle	Show/hide nearby accounts around the route on the map
Side form	Route name, saved-route option, assign users, stop list, totals, Save / Clear / Optimize

Fields

Field	Notes
Create New Route (name)	Enter a new route name (up to 64 characters)
(OR) Add To Saved Route	Instead of a new name, pick an existing saved route to add these stops into
Assign Route	Managers only — multi-select sales reps who should receive/use this route
Contacts (stop list)	Ordered stops: company name, address, distance/duration; drag handle to reorder; trash to remove a stop
Totals	Total distance and total duration for the route

Buttons (Add)

Button	What it does
Save	Creates the route (or updates the chosen saved route) and returns to Routes list
Clear	Clears the Add form fields
Optimize	Opens Optimize Route options (see below)

How to add a route

1. Arrive from Accounts with stops selected.
2. Enter a Route Name, or choose Add To Saved Route.
3. (Managers) Assign one or more reps under Assign Route.
4. Drag stops to set visit order; remove unwanted stops with trash.
5. Optionally turn on Display NearBy Contacts.
6. Optionally click Optimize and choose Keep Start or Keep Start and End.
7. Click Save.
8. If you assigned other users, CallProof may ask whether to send the route to them (Email / Push to App / Both).
9. You return to the Routes list.

Validation tip: You must enter a route name or select a saved route before Save.

Part 4 — Edit Route

Address: /route/edit/<id>/ Browser title: Edit Route Breadcrumb: Routes » Edit Route Same map + side panel layout as Add, with these differences:

Click the Edit Route (pencil) icon

Edit Route

• Route name is the existing name (edit it as needed).
• Add To Saved Route is not shown (you are already editing one route).
• Print button is available.
• Save updates this route.

Reorder stops

1. In the Contacts list, drag the handle (bars icon) up or down.
2. Order updates on the map path and distance/duration displays.
3. Save when the order is final (or Optimize first, then Save).

Remove a stop

1. Click the trash icon on that stop row.
2. The account leaves this route’s stop list.
3. Save to keep the change.

Display NearBy Contacts

1. Toggle Display NearBy Contacts on.
2. Nearby accounts appear on the map so you can consider adding more stops (as your map tools allow).
3. Toggle off to declutter the map.

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Optimize Route

File:OptimizeRoute.png

Optimize Route

Purpose: Reorder stops for a better driving path.

Options

Option	Meaning
Keep Start	Keep the first stop fixed; optimize the rest
Keep Start and End	Keep first and last stops fixed; optimize the middle

Steps

1. On Add or Edit Route, click Optimize (enabled when enough stops exist).
2. Choose Keep Start or Keep Start and End.
3. Review the new order and totals on the side list / map.
4. Click Save to keep the optimized order.

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Print Route

Print Route

Purpose: Print or export a PDF of the route for field use.

Available on: Edit Route (save recent stop changes first if prompted).

Print order options

Option	Meaning
No - Print list in the current order	Print stops as currently listed
Yes - Optimize the shortest time route	Print using time-optimized order
Yes - Optimize the shortest distance route	Print using distance-optimized order

Steps

1. On Edit Route, click Print.
2. If asked to save recent contacts first, click Save, then Print again.
3. Choose the print/order option toggle(s).
4. Click Save in the print dialog to generate the PDF (opens for printing/download).

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Notify assigned users

When a manager assigns a route to other reps and saves, CallProof may ask:

“Would you like to send this Route to the assigned user?”

If Yes, choose how to notify:

Option	Meaning
Email	Send updates via email
Push to App	Notify in the mobile/app
Both	Email and push

Then click OK (or Cancel to skip sending).

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Tips and important notes

• Best workflow: Accounts (select) → Save Route → Add Route (name/order/assign) → Optimize → Save → (optional) Notify / Print.
• Only accounts with map coordinates become stops.
• Drag to set your preferred visit order; Optimize when you want CallProof to improve the path.
• Managers use Assign Route so reps see the plan on their side.
• Delete is limited to owners (and managers can fully remove); confirm before deleting.
• Print is on Edit after the route exists; save first if you just changed stops.
• Filter Routes by User and Create Date to find last week’s plans quickly.
• Nearby Contacts helps you fill gaps on the map without returning to the full Accounts list.

Need help?

• Add Route sends you to Accounts: select accounts with locations first, then Save Route
• Stop missing on map: account needs address geocoding (lat/long)
• Cannot delete: you may not be the route owner
• Optimize disabled / weak: add more stops, then try again
• Print blocked: Save the route (and recent stop changes) first
• Rep did not get the route: on Save, choose Yes and Email / Push / Both
• Other issues: email support@callproof.com