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Clipboard

Clipboard helps you easily you gather all the prospects you want to visit from different modules and views to create a route to visit.

  1. Select the records you want to visit in the list view or using the lasso tool.

  2. Click add to clipboard under the more option in the list view.

  1. As you add records to the clipboard, they will appear in it.

  2. Now, you can switch views or modules to select the next bunch of records.

  1. Once, you have gathered all the records.

    1. You can select the records you want to create either

      1. Create a individual route

      2. Add the stops to an existing route

      3. Create a distributed route.


    1. You also can remove the records you don't want to create a route.


 


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Updated: 8 months ago
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