Creating Routes | Help | RouteIQ for Zoho CRM

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

  1. Go to the RouteIQ window and choose the Routes Module from the Module dropdown.

  1. Click on the create new route icon, which is located near the filter button. This will open the route planner wizard.

  1. You can change the name of the route in the Route Name field.

  2. Provide the starting date and time of the journey under the Start Time field.


 

AlertLimitation: RouteIQ Professional edition supports up to 50 stops, including start and end points, while the Standard edition supports up to 25 stops.

 

NotesNote: The route path for completed routes will be available for 1 month after the route completion date.

Assigning Routes

  1. Click the route owner's name beside the route name.

  2. Select the user to whom you want to assign the route.

          

Route type

RouteIQ offers two types of timings for routes: scheduled and flexible.

 

  • Scheduled Timing - Create routes by providing fixed timings for the meetings. The order of stops is sorted based on the start time of the meetings with ETAs & ETDs.

  • Flexible Timing - Create routes by providing just the duration of the meeting. The order of stops is optimized to travel the least distance/duration.

You can choose between scheduled timing and flexible timing by clicking on the route type dropdown and choosing the relevant option.


Itinerary

The number of appointments and the duration of the journey is displayed on the top.


Adding Start and end location

You can click on the select start point field and provide the start point, choosing either a stop as the location or a favorite place. You can follow the same steps to add the end point.

 

Note:

  • For scheduled timing, the start and end points are optional.

  • For flexible timing, both start and end points must be provided.

Adding stops to your route


  1. Click on the Add stops button below the starting point field to add stops.

  2. Click on the module dropdown to view the list of all modules.

  3. Click on the desired module.

  4. Search and select the desired record in the search box beside the module dropdown.

  5. For flexible timing, provide the appointment duration or timing.
    For scheduled timing, provide the from and to timing for the appointment.

  6. Click Add to add the record to the route wizard.

  7. Repeat the process to add all the required records.

  8. Click on Create to create the route.

 

Note: The timing of a scheduled stop from the meetings module is fetched from Zoho CRM. If you modify the appointment timing in RouteIQ, the change will be updated in Zoho CRM.

 

Note: Within a day, multiple stops for a record can be set only for scheduled type routes and isn't supported for records from the meetings module.


Rearranging stops

  1. Click and drag the three-line icon that appears when you hover over the stop.

  2. Drop the stops to the required position.

 

Note: The optimization is removed when the stop's position is manually changed.


Route Optimization


  1. RouteIQ optimizes your routes by rearranging the stops to create the shortest possible route which help you minimize your travel and duration.
  2. Route optimization is applied for route with flexible timing (stops without fixed timing)

Estimated Time of Arrival & Departure


  1. Coordinate sales visits with customers: Plan sales visits around your schedule to make sure all your meetings can be visited on time.
  2. Ensure timely arrivals and departures: Stay on time while en route with the estimated arrival and departure time (ETAs & ETDs).