Routing on the Mobile App

Path: Callproof Support > Mobile App > Creating 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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Current Route

What is Current Route?

Current Route is the active stop list where your new route is created. Accounts you add appear here in visit order.

How to navigate

Routes → Current Route

Using Current Route

1. Open Routes.
2. Select Current Route.
3. If stops remain from an old plan, Clear to start fresh.
4. Add accounts until your day plan is ready.
5. Optimise, reorder, map, then save.

Features include

• Active creation list – Where new routes are built.
• Visit order – Stops shown in travel sequence.
• Empty state – Prompt to add contacts when no route is loaded.
• Save-ready – Save turns this list into a named route.
• Stop limit – Route capacity limits apply (for example up to 25 contacts).

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Add Accounts to a Route

What is Add Accounts to a Route?

Add Accounts to a Route is the main step in creating a route—each account becomes a stop on Current Route.

How to navigate

• Accounts → Add to Route
• Places / map / lasso → Add to Route
• Tasks → Add to Route

Using Add Accounts to a Route

1. Find an account in Accounts, Places, or Tasks (or select several with Lasso).
2. Tap Add to Route.
3. Confirm success, or read alerts if already added / route is full.
4. Repeat until the route is complete.
5. Open Routes to finish creating (optimise / save).

Features include

• Add from Accounts – Add known company contacts.
• Add from Places – Add nearby prospects (including lasso multi-select).
• Add from Tasks – Add accounts linked to follow-ups.
• Map / lasso add – Select many places at once.
• Stop created – Each account becomes a route stop with location.
• Duplicate / limit alerts – Warns if already added or capacity reached.

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Map View

What is Map View?

Map View shows the stops you are creating on a map so you can check geography before saving.

How to navigate

Routes → Current Route → Map

Using Map View

1. Add at least one stop to Current Route.
2. Tap Map.
3. Review pins for each stop.
4. Adjust the route (add/remove/optimise) if the path looks inefficient.
5. Return to the list to save.

Features include

• Stop pins – Each account on the map.
• Path visualisation – See how stops relate geographically.
• Requires stops – Alerts if Map is opened with an empty route.
• Location access – Better map positioning when allowed.

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Optimise Route

What is Optimise Route?

Optimise Route reorders the stops you added for a more efficient visit order before you save.

How to navigate

Routes → Current Route → Optimise / Optimize

Using Optimise Route

1. Add stops to Current Route.
2. Tap Optimise.
3. Choose an option:
   • Keep Starting Point — first stop stays fixed
   • Keep Start and End Points — first and last stay fixed
   • Optimize All using Current Location — starts from where you are now
4. Review the new order, then save if you want to keep it.

Features include

• Keep Starting Point – Protects your first planned stop.
• Keep Start and End Points – Protects first and last stops.
• Optimize using Current Location – Best path from your GPS position.
• Updates Current Route – New order applied automatically.
• Needs stops – Optimise requires contacts already on the route.

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Reorder / Remove Stops

What is Reorder / Remove Stops?

While creating a route, reorder changes visit order manually, and remove deletes stops you do not need.

How to navigate

Routes → Current Route → drag to reorder / delete stop

Using Reorder / Remove Stops

1. Open Current Route.
2. Drag a stop to change order.
3. Delete stops you no longer want.
4. Confirm the list, then save.

Features include

• Manual reorder – Drag stops into your preferred sequence.
• Remove stop – Delete one account from the route.
• Immediate list update – Current Route reflects changes.
• Works with Optimise – Use manual order instead of or after optimise.

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Save Route

What is Save Route?

Save Route finishes creating a route by storing the current stop list under a name in Saved Routes.

How to navigate

Routes → Current Route → Save

Using Save Route

1. Build and arrange your Current Route.
2. Tap Save.
3. Enter a route name (required).
4. Save.
5. If the name already exists, choose Cancel or Overwrite.
6. Find it later under My Routes / Saved Routes.

Features include

• Named save – Label the route (for example “North Tuesday”).
• Overwrite option – Replace an existing saved route with the same name.
• Empty name blocked – “Routes name can not be Empty.”
• Requires stops – Cannot save an empty route.
• Creates reusable plan – Load again from Saved Routes.

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Clear Route

What is Clear Route?

Clear Route removes all stops from Current Route so you can create a new route from scratch.

How to navigate

Routes → Current Route → Clear

Using Clear Route

1. Open Current Route.
2. Tap Clear.
3. Confirm if prompted.
4. Add new accounts to start creating again.

Features include

• Clear all stops – Empties the active list.
• Confirmation – Helps prevent accidental wipe.
• Does not delete Saved Routes – Only clears Current Route.
• Fresh create – Use before building a new day plan.

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Saved Routes

What are Saved Routes?

Saved Routes are routes you already created and named. Open one to reuse or continue working from that plan.

How to navigate

Routes → Saved Routes

Using Saved Routes

1. Open Saved Routes.
2. Open My Routes for routes you created.
3. Open All Routes (managers) or Assigned Routes (reps) for shared plans.
4. Tap a route to load it.
5. Edit stops, optimise, and save again if needed.

Features include

• My Routes – Routes you created.
• All Routes – Broader list for managers.
• Assigned Routes – Routes assigned to you.
• Load created route – Continue from a saved plan.
• Assigned reps display – See who a route is shared with when available.

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Assign Route to Reps

What is Assign Route to Reps?

After you create and save a route, Assign Route shares it with other sales reps.

How to navigate

Routes → Saved Routes → select route → Assign

Using Assign Route to Reps

1. Save the route you created.
2. Open that route in Saved Routes.
3. Choose Assign / Select Assigned User(s).
4. Pick one or more reps.
5. Save the assignment.
6. Reps open it under Assigned Routes.

Features include

• Share created route – Give teammates the same visit plan.
• Multi-rep selection – Assign more than one user when available.
• Assigned Routes list – Reps can load assigned plans.
• Manager visibility – Managers can see broader All Routes lists.

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Actions on Each Stop

What are Actions on Each Stop?

After creating a route, tap any stop to call, message, start an appointment, get directions, open the account, or add notes.

How to navigate

Routes → Current Route → tap a stop

Using Actions on Each Stop

1. Open the route you created.
2. Tap the next stop.
3. Choose Call, Message, Appointment, Directions, Open Account, Notes, or other available actions.
4. Continue to the next stop when finished.

Features include

• Call / Message / Email – Contact before or during the visit.
• Appointment – Check in on site.
• Directions – Navigate to the stop.
• Open account – Full account tools and history.
• Notes – Log visit context.