Route Planning
Add to existing route
If you have already created a route and need to add a stop to it, you can do so via the "Add to existing route" option. Let's see how we can do that. Step 1: Open the module in which the stop you want is located. Eg: Leads Step 2: Click the record ...
Clipboard
Clipboard helps you easily gather all the prospects you want to visit from different modules and views to create a route. Here's how you can use this feature to collate multiple records from different modules onto the same route. Select the records ...
Creating Zoho CRM Meeting for Routes and Stops
RouteIQ can automatically create meetings in Zoho CRM for routes and stops when created in RouteIQ and view them in your calendar. With this, you can block the time when you will be visiting customers or traveling to prevent overlapping in planning ...
Route Distribution
RouteIQ optimally distributes all your field visits, jobs and deliveries amongst your team to eliminate inefficient manual assignments. This feature is only available in the professional plan Distributing Routes Select all the records you want to ...
Search Along the Route
Search Along the Route helps you find records that are located along any route and add or create a route to visit them. Feature Availability: This feature is only available in the Professional plan. Using Search Along the Route View the route on the ...
Route Progress Tracking
Route Progress Tracking helps field reps and managers visually see the progress of a route based on check-ins and check-outs performed by a field agent. Feature Availability: This feature is available in the Professional plan. You can view a routes ...
Automated Route Planning
Save time and remove the hassle of planning routes manually for your daily meetings by automating route planning. Prerequisites to enable Automated Route Planning The Meetings module must be integrated with RouteIQ. Users should individually enable ...
Viewing Routes
The Route Planning feature comes with many options like RouteIQ views, sorting and filtering to view and organize your routes. Viewing routes Go to the RouteIQ window and choose the Routes Module from the Module dropdown. Click on the list icon in ...
Creating Routes
The Route Planning feature in RouteIQ helps you organize and plan your customer visits for your sales, service, or delivery activities. You can plan routes, modify them on the go, and make the most of your time. Route Planning Wizard Go to the ...